Tasks & Notes

Are you looking for a more efficient way to stay organized with Ministry? In this course, we define Tasks & Notes (Ministry/Outreach Opportunities) and discover how to assign them and take action on those assigned to us.

Chapters:

• Chapter 1 - Overview - 00:19
• Chapter 2 - Creating & Completing a Task - 10:30
• Chapter 3 - Creating a Note - 17:35
• Chapter 4 - Creating a Task for a Group - 19:43
• Chapter 5 - Tasks & Notes Search & Manage Page - 21:57
• Chapter 6 - Email Notifications - 25:24
• Chapter 7 - Tasks & Notes within the Mobile App - 26:25
• Chapter 8 - Settings - 28:15
• Chapter 9 - Search Builder Conditions - 29:49
• Chapter 10 - Reports - 33:06

AUDIENCE: System Admin, Department Heads, Admin Assistants, Pastoral Care Team

LAST UPDATED: May 2024

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