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Step-By-Step

 

 To view your task list
  1. Log in as a staff member or group leader.
  2. Note the three-lined icon displayed in the top-right part of the window, near your name.

    If items have been created since you last checked the to-do list, they are indicated by a red circle.
  3. Click the icon to view pending items.
  4. Select an item for more information, or click See all tasks for a full-page view of all items with corresponding task buttons.
 To delete items from your task list
  1. Log in as a staff member or group leader.
  2. Click the three-lined icon displayed in the top-right part of the window, near your name (see procedure above).
  3. Select See all tasks.
  4. Select the check box to the left of each item you want to delete from the list and click Dismiss. This will not resolve any tasks, just remove them from the list.

Not every task can be dismissed. Notifications about announcements, recurring payments, pending invites, reports, as well as certain others can't be deleted.

Background

Staff members, group leaders, and ministry area leaders can view a list of items that might require their attention:

  • three or more consecutive absences by a group member
  • group event attendance that might need to marked
  • unposted contributions
  • new announcements
  • notices of new individuals on a pathway or pathway step
  • a report is shared with you

Your task list can grow very quickly. For that reason, it's possible to delete most types of notifications from it.