Templates are an essential part of the Task Manager. A task template is used to create repeating tasks and save all of your settings for later use. There are two types of repeating tasks: a task based on a recurring schedule and a task triggered by an action. We suggest using the repeating task feature as much as possible.
The Task Templates tab contains three sub-tabs: Task, Steps to Complete, and Documents / References. Each sub-tab allows you to further customize your task templates.
» Task—The Task sub-tab holds all of the settings needed to create your repeating task template.
» Steps to Complete—Use this area to give your church workers or volunteers the instructions needed to complete a task. You may enter up to 50 steps.
» Documents / References—When you want to provide additional reference material to clarify the task at hand, use this sub-tab to attach supplementary information to the task template.
Note: The three sub-tabs will always relate directly to the currently selected task in your task list.
- You can access the Task Manager from the Central Tool bar in the Membership or Attendance module. Click on the Task Manager and To-Do List icon and choose "Task Manager"
- Click the Add button at the bottom of the window to add a new Task.
- Enter the Task name (required), Category, and Description / overview.
- Check the box to "Repeat task" and set the appropriate schedule for the task
- Assign responsibility or ownership to these tasks to ensure they are completed in a timely manner. You can assign up to three people to a single task. The selectable people will be users of Shepherd's Staff.
- You may also need to set a “Task start date,” set the “Days to complete” and enter a “Stop repeating on” date.
- Make sure to click Save.
Note: If this task has a future start date, check the "Pause until after" box and set the date this task will start on.