Tasks Workflow

Track case progress through workflow stages

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Intake0

Family Meeting1

Payment1

Submit Documents0

Funeral Service1

Death Certificate0

Intake

0 cases

No cases in this stage

Family Meeting

1 cases

Robert JohnsonSmith

Tasks0/5

Conduct family meeting

Discuss service preferences

Review casket/urn options

+2 more tasks

Jan 20

Payment

1 cases

Elizabeth WilliamsDavis

Tasks0/5

Prepare itemized estimate

Submit insurance claim

Collect deposit payment

+2 more tasks

Jan 19

Submit Documents

0 cases

No cases in this stage

Funeral Service

1 cases

Thomas AndersonSmith

Tasks0/5

Finalize service date and time

Coordinate with clergy/officiant

Arrange flowers and music

+2 more tasks

Jan 22

Death Certificate

0 cases

No cases in this stage