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.
Still have questions? Share them with us by sending us an email at support@textinchurch.com, or via the chat with the Message Us button in the Resources tab of your account!
