Tasks are available on the Messaging Plus and Messaging Suite plans. Click here to learn more about our plans!
Overview
In Text In Church, Admins, and Users can easily create personal to-do items or assign them to others on the account using Tasks!
Tasks can also be created using Automated Workflows, streamlining the task-creation process.
To access Tasks, click the Task tab on the blue left-hand sidebar of your account.
Setting Up Categories
❗ Note: Before creating your first Task, set up your Categories. Categories cannot be created while setting up a Task.
Access Categories:
- Navigate to the Categories button to view, set up, or manage your Categories.
Color Assignment:
❗Note: The color assigned to a Category can only be edited after the Task has been created.
Creating New Tasks
There are multiple ways to create a new Task!
From the Tasks Page:
- Go to the Tasks tab and click "Create New Task."
From the Inbox:
- Open an email or message and select "Create Task" to convert the message into a task.
From Automated Workflows:
- Use the Task Builder to create tasks automatically based on specific triggers in your workflows.
Task Builder Details:
- Title: Name your Task.
- Assignee: Assign to an Admin or User on the account to the Task.
- Priority: Set your Task as Low, Medium, or High.
- Due Date: Sets when this Task will be due.
- Category: Choose from a dropdown list of categories you've created.
- Description: Add detailed information about the Task.
❗ Note on Automated Workflows:
- Schedule Step: This sets when the Task should be created.
- Due After: This setting defines how many days after the creation date the Task will be due.
✨Example: In an Automated Workflow for First Time Guest Follow-up, you can create a task to send a follow-up card one day after a guest joins.
If this needs to be completed within a week, set "Due After" to 7 days.
Filtering Tasks
- Use the Filter button within the Tasks tab to narrow down tasks by category, priority, assignee, and due date.
Driving Tasks
Admin Permissions: Admins can see and manage all tasks assigned to all Users.
User Permissions: Users can only see tasks assigned to them.
Managing Tasks Actions:
- Complete Task: Click the checkbox next to a task and mark it as completed.
- Reassign Task: Click "Selection Actions" to reassign the task to another User.
- Delete Task: Click "Selection Actions" to delete the task.
Viewing Completed Tasks
- Click on "Completed Tasks" to view tasks that have been marked as complete.
By following this guide, Admins and Users can efficiently manage their tasks, streamline follow-up processes, and maintain effective communication within Text In Church.
