Here’s how to create a task inside an Automated Workflow:
1. Open Your Automated Workflow
From your dashboard, go to the Connect → Workflows section.
Open the Automated Workflow where you’d like to add the task.
2. Add a Task Step
Click Add Step.
Select Create a Task.
3. Customize Your Task
Give your task a title. Example: “Mail Birthday Card to Member.” 🎂
Choose when it should trigger. Example: 7 days before someone’s birthday.
Select the time of day the task should appear in your task list.
Assign the task to yourself or another team member with a Text In Church login 👤
Set the priority level (High, Medium, or Low).
Choose the category the task belongs to (e.g., Member Care or Birthdays).
4. Add Variables
Include variables so the task populates with helpful details, such as:
First Name
Last Name
Address
Birthdate
Example: “Send birthday card to {{First Name}} {{Last Name}} at {{Address}}. Birthday: {{Birthday}}.”
This way, when the task appears in your list, you’ll have all the info you need right at your fingertips. ✨
5. Save Your Task
Double-check that you’ve assigned the task and chosen to notify yourself.
Click Save to add it to your workflow.
🙌 Why Use Tasks in Automated Workflow?
Adding tasks into Automated Workflow helps you:
Blend automation with personal ministry touches 💌
Stay consistent with time-sensitive care (like birthdays, anniversaries, or follow-up calls)
Ensure nothing slips through the cracks
By combining automated messages with intentional tasks, you’ll create a system that helps people feel known, noticed, and loved. 💙