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Tasks

Tasks let you assign action items to people or groups in your church. Whether it is a one-time to-do or a recurring responsibility, tasks help you track what needs to be done and who is responsible so nothing gets overlooked.

Before You Begin

  • Make sure the people or groups you want to assign tasks to exist in B1 Admin
  • Navigate to the Serving section to access the Tasks page

Viewing Tasks​

Navigate to Serving and open the Tasks page. You will see a list of your open tasks. Each task shows its title, assignee, and status.

نصيحة

By default, only open tasks are shown. Toggle Show Closed to see completed tasks as well.

Creating a Task​

  1. On the Tasks page, click Add Task.
  2. Enter a title for the task.
  3. Click the Assign To box and type the name of a person, or switch to Group and type a group name.
  4. Click Search and select the person or group from the results.
  5. Add a note with any details or instructions for the assignee.
  6. Click Save.

The task will now appear in the task list and will be visible to the assignee on their dashboard and mobile app.

Managing a Task​

Click on any task to open its detail page. From here you can:

  • Change the status -- Switch between Open and Closed using the status dropdown.
  • Reassign the task -- Update the assignee to a different person or group.
  • Add notes -- Include additional information or updates for the assignee.
  • Edit the title -- Update the task title as needed.

Task Lifecycle​

  1. A new task starts with a status of Open.
  2. The assignee receives a notification and can view the task from their dashboard, the Tasks page, or the mobile app.
  3. Once the work is complete, the assignee (or an admin) changes the status to Closed.
  4. Closed tasks are removed from the default view but can still be accessed by enabling Show Closed.
معلومة

You can automate recurring tasks so they are created on a schedule. See Automations for details on setting this up.

نصيحة

When you need to move many people through the same set of stages -- such as new-visitor follow-up or a membership process -- use Workflows. Workflows turn tasks into cards on a drag-and-drop board with steps, due dates, and routing.

Next Steps​

  • Move people through a multi-step process with Workflows
  • Set up Automations to create recurring tasks automatically
  • Use tasks alongside Service Plans to track service preparation action items