Using Assignments for your Ministry Team

You can create Assignments for your ministry team when they need to follow-up on certain things.  You can manually create Assignments or setup Assignments to be automatically created as part of your automated follow-ups.

When you create an assignment for one of your ministry team, they will receive an email with the details.  They can add notes, and close the assignment when it is completed.

To manually create a new Assignment:

  1. Click on the “Follow-Ups” tab in the menu.
  2. Click “Assignments”.
  3. Click “Create New Assignment”.
  4. In the pop-up window, input the details of this assignment, then click “Save”.
  5. An email will instantly be sent to the person responsible for this follow-up.

To review a list of Assignments:

  1. Click on the “Follow-Ups” tab in the menu.
  2. Click “Assignments”.
  3. Click anywhere on the assignment to open a pop-up window showing all the details and notes for this assignment.  This is also where you can change the status of an assignment.
  4. Hover over the icon in the Status column to see the current status.
  5. To resend the email to your ministry leader, click “Actions”, then “Resend Email”.
  6. To delete an assignment, click “Actions”, then “Delete”.

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