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How to Create a New Task Category

To keep tasks even more organized, you can create categories that group similar tasks together.

Written by Kyra Rine

Tasks in Text In Church help you and your team stay organized with personal follow-up and action steps. 🙌

Here’s how to set up a new task category:

1. Navigate to the Task Section

  • From your dashboard, go to the Tasks section.

  • Click on the Categories button.

2. Create a New Category

  • Click New Category.

  • Choose a color for your category (this helps you quickly recognize it later). 🎨

  • Give your category a name. Examples:

    • “New Member Follow-Up”

    • “Prayer Requests”

    • “Volunteer Reminders”

    • “Event Prep”

3. Save Your Category

  • Once you’ve added your name and chosen a color, click the checkmark to save. ✔️

  • Your new category is now ready to use!

🙌 Why Categories Matter

Task categories make it easy to:

  • Stay organized across multiple ministries

  • Prioritize different types of follow-up

  • Ensure nothing slips through the cracks

For example, a “New Member Follow-Up” category helps your team focus on connecting with guests, while an “Event Prep” category keeps things streamlined in the lead-up to big weekends.

By creating task categories, you’ll simplify your systems and empower your team to serve with clarity—so every guest and member feels known, noticed, and loved. 💙

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