What You Will Learn
Introduction to the Global Task List
Understand how this centralized feature provides task visibility across all active cases.Building Structured Workflows
Learn how to organize tasks in a way that creates consistency and reduces errors.Managing Tasks Across Teams
See how staff members can collaborate more effectively with shared visibility.Prioritizing and Tracking Progress
Discover tools for monitoring deadlines, statuses, and completion rates.Improving Accountability
Learn how the Global Task List helps assign clear ownership of tasks and responsibilities.Boosting Efficiency
Explore how centralized task management saves time and streamlines daily operations.Practical Walkthrough
Follow a guided demo of setting up, using, and managing the Global Task List inside Parting Pro.
Summary
The June 2025 AMA is a guided walkthrough of Parting Pro's Global Task List, an intuitive and centralized feature that empowers funeral home staff with structured workflows, enhanced visibility, and efficient task management across all active cases.
Full Video
Highlights
00:00– Introduction & Session Overview
01:17– A Look Back: The Previous Task System
04:25– Why Tasks Matter: The Value of Structured Workflow
08:21– Key Features of Global Tasks
12:00– Two Ways to Build Task Templates
13:09– Task Template Examples
22:15– Demo: Accessing the Global Task List
25:12– Filtering Tasks & Saving Custom Views
34:45– Assigning, Reassigning & Managing Tasks
Audio Summary (11 Mins)