Task Management

Tasks help your team stay organized by tracking follow-ups, to-dos, and action items across your organization.

Creating a Task

1. Navigate to Tasks from the sidebar.
2. Click Add Task.
3. Fill in the details:
   • Title -- A clear description of what needs to be done
   • Description -- Additional details or context
   • Assignee -- Who is responsible for completing the task
   • Priority -- Low, Medium, High, or Urgent
   • Due Date -- When the task should be completed
   • Related Person -- Optionally link the task to a member profile (e.g., "Follow up with John Smith")
4. Click Save.

Task Status Workflow

Tasks move through a standard status workflow:

1. To Do -- Created but not yet started
2. In Progress -- Currently being worked on
3. Completed -- Finished
4. Cancelled -- No longer needed

Update the status by clicking on a task and changing the status field.

Assigning Tasks

• Tasks can be assigned to any admin or staff member.
• Assignees receive a notification when a task is assigned to them.
• Tasks can be reassigned at any time.

Priority Levels

Priority	When to Use
Low	Nice-to-do items with no time pressure
Medium	Standard tasks with a reasonable deadline
High	Important tasks that need attention soon
Urgent	Critical items requiring immediate action

Filtering and Finding Tasks

The task list supports filtering by:

• Status -- View only open, completed, or cancelled tasks
• Assignee -- See tasks for a specific person
• Priority -- Focus on high-priority items
• Due Date -- Find overdue or upcoming tasks

Automated Task Creation

Tasks can be created automatically by Workflows. For example, a "First Visit Follow-Up" workflow might create a task assigned to a pastor to call a new visitor.

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Review the task list in your weekly staff meeting to ensure nothing falls through the cracks.