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Service Tasks track the operational work surrounding each program — setup, teardown, and during-service responsibilities. Attach tasks to programs with timing categories, assign volunteers, and use staffing templates to auto-suggest the right roles.
Tasks tab in program editor showing a task card with timing badge and assignee

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Quick Start

  1. Open a program in the editor and navigate to the Tasks tab.
  2. Click Add Task and enter a title (e.g., “Set up communion table”).
  3. Set the Timing to Before, During, or After service.
  4. Assign a volunteer and click Save.

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How-to Guide

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Create Tasks with Timing

1

Open the Tasks Tab

Open a program and go to the Tasks tab.
2

Add a Task

Click Add Task. Enter a Title and optional Description.
3

Set Category and Timing

Select a Category (e.g., Setup, AV, Hospitality). Set the Timing:
  • Before — Completed before the service starts (sound check, stage setup)
  • During — Performed during the service (livestream, slide control)
  • After — Completed after the service (equipment teardown, cleanup)
4

Save

Click Save.

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Assign Volunteers to Tasks

  1. Click on an existing task card.
  2. Click Assign and select a collaborator from the dropdown.
  3. The assignment respects the collaborator’s availability and qualifications.
  4. Click Save.

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Use Task Categories with Staffing Templates

Task categories can carry staffing templates that auto-suggest roles when you create a task:
1

Configure in Settings

Go to Settings > Catalogs > Task Categories.
2

Add a Staffing Template

Create or edit a task category (e.g., “AV Setup”). In the Staffing Template section, define the default roles needed (e.g., 1 Sound Tech, 1 Projector Operator).
3

Use It

When you create a new task with this category, the template auto-suggests the required roles and quantities.
Settings page showing Task Categories with staffing template configuration

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View Tasks from the Standalone Page

  1. Navigate to Tasks in the sidebar for a cross-program view.
  2. Tasks are grouped by program and sorted by date.
  3. Filter by timing (Before/During/After) or assignment status.

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Pro-Tips

Configure staffing templates in Settings before creating tasks — this ensures consistent role suggestions across all programs.
Link tasks to programs rather than creating standalone tasks — this ensures they appear in the program’s print layout and export.
Use “Before” timing for all setup tasks and “After” for teardown. This makes the task timeline intuitive for volunteers.

Programs

Tasks are attached to programs

People & Team

Volunteers are assigned to tasks

Roster

Roster assignments and task assignments complement each other

Settings

Manage task categories and staffing templates