How Order To-Dos Work

Every order in MonuDesk has a to-do checklist that tracks what needs to happen from start to finish. To-dos appear automatically based on what the order contains.

The full to-do list

MonuDesk has the following to-dos available:

Quote Client, Visit Cemetery, Cemetery Application, Cemetery Fees, Design, Foundation, Stone, Porcelain, Vase, Stencil, Engraving, Hand Etching, Laser Etching, Rubbing, Service Work, Inspection, Installation, Photo.

Not all of these appear on every order. Each to-do is triggered by something specific in your order: the order type, an accessory you toggled on, a cemetery setting, or a workflow checkbox.

Learn more: What Triggers Each To-Do

Learn more: How to Customize To-Do’s on an Order

Updating a to-do

Each to-do has its own states that you cycle through by clicking it. For example, a stone to-do might go from "needs to be ordered" to "ordered" to "received." The porcelain to-do starts with a Picture Pending state before moving to "must be ordered," which means the customer's photo has not been received yet.

To complete a to-do, click the checkmark button. You cannot land on the completed state just by clicking through the states. This prevents accidental completion.

The payment to-do is different

The payment to-do does not work like the others. You don't check it off manually. Instead, it updates automatically based on how much has been logged through Log Payment. It shows whether the order has a deposit, is partially paid, or is paid in full based on the balance.

Quote stage vs Confirmed Order stage

When you save an order as a quote using Put Quote On Hold, only two to-dos are visible: Quote to Client and Payment. All other to-dos are saved in the background but not shown yet.

Once the order moves to Confirmed Order (either by dragging it to that stage or by logging a payment), all the to-dos that were saved in the background become visible.

Good to know

All to-do cards are minimized by default to give you a cleaner overview of the board. At the bottom of each order card, you will see a task counter (for example, "0/11 tasks completed"). Click the counter to expand the card and see all to-dos. Click it again to collapse them. Your open/closed preferences are saved between sessions, so the cards you expand will stay open the next time you log in. When an order is confirmed, all to-do cards close automatically. Open the ones you need and they will stay open from that point forward.

You can enable, disable, or add custom to-dos for any individual order using the settings button on the order card.

Related articles:

• What Triggers Each To-Do

• How to Customize To-Dos on an Order

• What Each Order Card Shows

• Understanding the Order Board