Create, Edit, and Log Tasks

Create or Log a Task From Any Page

• On the top right of any page, click on the +Add button, then choose Add Task or Log Task.
• Add and Log Tasks from the Tasks Page and Contacts Page.

+Add Button

Add a New Task

• Fill in the Task Name, i.e., Send Out Prayer Letter.
• Select an Action type, i.e., Newsletter - Email.
• Select a Due Date and Time (required for notification).
• Add Contacts, if applicable, and this task will be added to each selected contact(s).
• Add Tags, if applicable, and this task will be added to every contact with this tag.
• Set a Notification time in minutes or hours (required to be notified).
• When finished, click on the Save button.

Dashboard: Log a Newsletter

In the To Do This Week box, click on Newsletter and then choose Log Newsletter. 

• Fill in the Subject, i.e. Monthly Newsletter.
• Click the radio button to select an Action type, i.e., Newsletter - Physical.
• Select the Completed On Date and the Default Time is 12:00 PM; Select the time of your choosing.
• Add Comments to clarify this task.Click the
• Click the Save button when finished.

Tasks: Add, Log, Edit, and Delete

• From the main navigation bar, click on Tasks.
• Search Tasks by a contact name or task type.
• Select multiple tasks to edit or delete them in bulk.
• Click on the Add Task button to create a new task.
• Click on the Log Task button to add a completed task.

Add Task

• Go to the Tasks page and click on the Add Task button.
• Fill out Task Name, Action, Due Date and Time, Notify Me, and Comments.
• Then click the Save button.

To receive task notifications, go to  Connect Services - External Services for instructions.

Log Task

• From the Tasks page, click on the Log Task button.
• Fill out the Subject, select an Action, add the date Completed On, and add a Comment.
• Verify the information, the click the Save button.

Tasks: Edit Tasks

• Click on the Task Title.

• Add a Notification in minutes or hours.
• Click the Save button.

Tasks: Delete Tasks

• Click on the Checkbox on the left of one Task.
• Hover your mouse to the right of the star icon.
• Click the red Trash icon.

• Click on Multiple Tasks.
• Click on the Actions button.
• Select Delete Tasks.

Tasks: Using Filters

To find specific types of tasks, choose any of the filters you see to the left.

• Click on Actions. 
• Then click in the Space Below Actions to bring up a list of options.
• Select an Action Type, i.e., Thank.
• A list of these specific tasks (Thank) will be displayed.

Contacts: Add or Log Tasks

• From the navigation bar, click on Contacts.
• Select a contact by clicking on the Contact Name.

People: Add or Log Tasks

• To the right of the contact name, click on the Add Task or Log Task buttons.
• Or click on the Tasks Tab and then click the Add Task or Log Task buttons below.
• Follow the same steps for adding and logging tasks as explained above.

Note: You can add or log tasks for specific applications by clicking on  Connect Services, and under External Services, look for connecting MailChimp, PrayerLetter or Chalkline to your MPDX.