Task Lists in Connection Card Pro

Reusable, trackable checklists you can start manually, schedule automatically, or sync with your crews and meeting times.

What are Task Lists?

• Create reusable checklists (templates)
• Start them for yourself or others
• Auto-start on a schedule or in sync with crews and meeting times
• Track completions and who completed each task

Think of them as smart checklists for recurring ministry work.



1) Creating a new Task List template

1. Go to Organization > Task Lists from the left navigation menu.
2. On the Task Lists page, click Add New.
3. Complete the fields in the Task List window.

1.1 Basic info

• Name — clear title (e.g., Candlelight & Christmas Service PREP Checklist, Sunday Attendance & Follow Up).
• Description — short purpose statement (e.g., “All tasks need to be completed by Dec 15.”).

1.2 Auto Start options

• No Auto Repeat — start manually (one-off).
• Daily / Weekly / Every 2–3 weeks / Monthly — auto-starts on that cadence.
• Sync with Crew(s) — auto-starts 15 minutes before call time (or start time if no call time) for selected crews; auto-assigns to people scheduled on those crews.
• Sync with Meeting Time(s) — same concept, tied to selected meeting times.
• Sync with Crew / Meeting Time Combo — fires for a specific combo.

1.3 Syncing with Crews

If you selected any Sync with… option, check the crews that should trigger this list (e.g., Hospitality, Security, Production, Staff, etc.

1.4 Tags

Optional labels (e.g., Sunday, Christmas, Youth, Production) make filtering easier later.

Save to create the template.

2) Adding tasks to the Task List

1. Click Tasks for your new list.
2. Click Add New on the Tasks page and complete:
   • Task — short label (e.g., “Order battery operated candles for kids”).
   • Detail — instructions and notes (e.g., vendor, deadlines, quantities).
   • Tags — optional per-task tags (e.g., Order, Supplies, Comms).
3. Repeat for each checklist step.

You can use the pencil to Edit any item later.

3) Starting (assigning) a Task List manually

1. From Task Lists, find your template and click Start.
2. Complete the start window:
   • Name — descriptive run name (e.g., “Candlelight & Christmas Service 2025 PREP”).
   • Detail — context for assignees.
   • Due Date — when all tasks should be done.
   • Choose who to assign — check the people who should see/complete tasks.
3. Save to launch.

4) Using auto-start Task Lists (with Crews & Meeting Times)

• Auto-starts a new instance 15 minutes before call time (or start time).
• Auto-assigns to anyone scheduled on the selected crew(s) and/or meeting time(s).

Great for weekly Production pre-service checks, Hospitality setup, and Security walkthroughs—set it once and let it run.

5) Completing tasks (“Your task list” panel)

Keep staff and volunteers focused on what's next!

Staff assignees access a slide-out Your task list panel (task icon on the right) when logged in as Admin:

• See task cards (Task, List name, Assigned by, Due date).
• Click to read details, when completed check to mark Completed.

Any Crew members assigned to a task (that is not an Admin User) will see their Task List on Connection Card Pro's mobile App.

• Open Connection Card Pro mobile App
• Click on the "More" menu bottom right corner
• Click on "Tasks"

Admin Users can check the status of tasks others to view what tasks have been completed from:

6) Examples

Example 1 — Christmas Service Prep

1. Create Candlelight & Christmas Service PREP Checklist with description (deadline Dec 15).
2. Auto Start: Sync with Crew(s) → select Production, Hospitality, Staff.
3. Add tasks: “Order battery operated candles,” “Order drinks & paper goods,” “Post on social media,” etc.
4. Auto-start will fire for each scheduled Christmas service; teams get the checklist automatically.

Example 2 — Sunday Attendance & Follow-Up

1. Create Sunday Attendance & Follow Up with weekly cadence.
2. Add tasks: “Enter attendance numbers,” “Review new guests & assign follow-up,” “Email small group leaders if missing.”
3. Assign weekly to Student Minister/admin staff, or let auto-start place it in their panel.

7) Quick best practices

• Short task names, rich details. Keep the title tight; put how-to info in Detail.
• One list per process. (Sunday service, youth night, Christmas events, etc.)
• Tag wisely. Use tags like Sunday, Youth, Events, Admin for quick filtering.