The Tasks view unifies the work waiting on your team so nothing gets lost across modules.
Your tasks
- Go to Tasks to see items assigned to you and your team, pulled from three sources:
- Manual tasks you or a leader created
- Follow-ups generated by the guest journey and workflows
- Care tasks from open care/prayer requests
- Mark a task complete, reassign it, or add a note as you work it.
Operations view (admins)
- Admin > Operations > Tasks gives leaders a roll-up across the whole church.
- Admin > Operations > Exceptions surfaces things that need attention — failed donations, bounced messages, stale draft batches, and open volunteer shifts — so you can clear problems proactively.
Tip: check the Follow-up Inbox at the start of each week; it's the fastest way to see everyone your church owes a touch.