Work Through Your Tasks

Some follow-up cannot be automated, and should not be: a phone call to a first-time guest, a visit, a conversation. A workflow can create a task for a member of staff instead of sending something.

Steps

1. Choose Workflows in the sidebar, then Tasks.

   

2. Work down the list. Each task says who it is about, what to do, and when it was created.

3. Mark a task done when it is done.

Good to know

• Tasks come from workflows, so if a kind of follow-up keeps being forgotten, add a workflow that creates a task for it. See Create a Workflow.
• A task points at a person, so their record, their giving and their serving history are one click away before you call them.