Caring well means doing things: calling, visiting, praying, reaching out again. Tasks are just that: the concrete things to do with each person, so nothing stays stuck at good intentions.
Create a task
- In Pastoral Care, go to Tasks and click New task.
- Choose the person (or people) it refers to.
- Write the description of what needs doing.
- Assign it to a team member (pastor, resident or leader).
- Set the priority (normal or urgent).
- If you want, add a due date. Once you set one, you can make the task repeat (daily, weekly, every 2 weeks or monthly).
- Add tags if they help you group topics.
- Click Save.
Each task records who created it and who it's assigned to, so it's always clear whose responsibility it is.
Bring the task to life
Each task has quick actions:
- Mark complete when you've done it.
- Postpone to tomorrow, next week or a date you choose.
- Comment within the task, to leave updates or coordinate with whoever shares it.
They're born from real care
The most natural way to create a task is from a note: when you record a conversation, you check "create follow-up task" and it stays linked. That way the action always has context.
