Tasks Tab
The Tasks feature in Cemify allows you to keep track of cemetery-related tasks and assign them to yourself or other users. This is helpful for managing follow-ups, maintenance items, administrative work, or any other internal to-dos.
Tasks can be assigned to specific users and include due dates and notes to help keep work organized and on schedule.
Included in this Article:
Availability
The Tasks feature is available to clients who have access to Work Orders & Templates.
If you do not currently see the Tasks tab and would like to use this feature, your account may need to be upgraded. Please reach out to Cemify Support at support@cemify.com for assistance. Thank you.
How to Add a Task
- Navigate to the Tasks tab in Cemify, or open a specific record (such as a plot, sale, person, or burial) and click Tasks in the sidebar.
- Click the 'Add a Task' button.
- A window will open with the required task fields.
- Complete the following fields:
- Task Title
- Notes (optional)
- Due Date
- Due Time
- Assigned To (select the user responsible for the task)
- Click 'Add Task' at the bottom of the window to save the task.
Important Notes About Task Visibility
- You can only view tasks that are assigned to you.
- If you create a task and assign it to another user, only that user will be able to see the task.
- Tasks are not shared or visible across users unless they are explicitly assigned.
This design helps ensure tasks remain clear, focused, and relevant to each user’s responsibilities.
Best Practices
- Use clear, descriptive task titles so the purpose is immediately obvious.
- Add notes for additional context, especially if the task relates to a specific record or request.
- Double-check the assigned user before saving, since tasks are not visible to the creator unless they are also the assignee.
If you have questions about Tasks or would like help enabling this feature, please contact Cemify Support at support@cemify.com. We’re happy to help.