Intro to Workflows in Planning Center People

Подписаться 203

Просмотров 2,3 тыс.

50% 1

Are you new to Planning Center or just jumping into using the Workflows found in the People app? In this video, I will introduce you to Workflows and give you an overview of how they work, and look at some useful examples as well. Workflows can be used for internal staff or external ministry processes. They are a tool for keeping track of requests, follow-up items or walking alongside someone in ministry.
We make these videos because we love to help churches get the most out of Planning Center. My background is with a 10 campus, 600+ user Planning Center account where I managed all the Planning Center "things". I learned a lot about Planning Center (and a few other things 😉) along the way, and I'll share those things in videos on this channel. Subscribe and get notified as we post more content.
If you need help with Planning Center, contact us, by visiting: www.threefold.....
🔽 CONNECT WITH US
Official website: www.threefold....
📰 SUBSCRIBE TO OUR NEWSLETTER: THE FOLD
Get some amazing tips and strategies for working in the church today
www.threefold....
🔔 SUBSCRIBE ON RU-vid
/ @threefoldsolutions
#planningcenter #churchstaff #pco #churchleader

Опубликовано:

4 окт 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 7

@gunthrulife Месяц назад

What type of reporting can be done with workflows?

@ThreefoldSolutions Месяц назад

@@gunthrulife thanks for your question! You can use lists to look into a workflow and see how many people are on a step, completed a step, and more. Unfortunately you can’t see which cards are overdue this way though. There will be software coming out soon called Parable, that will let you see overdue cards a lot more. Stay tuned.

@tamarahill-bennett9506 3 месяца назад

How do you set up workflow from a list and not a form?

@ThreefoldSolutions 3 месяца назад

Hey Tamara, thanks for your question! You can use an automation in a list to add someone to a Workflow automatically when a person is added to that list. You can also use the bulk action feature in your lists to take that action manually (rather than through an automation). You might find our video on lists helpful here: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-0BTkR6utG54.html

@JaredCarson-v4u 7 месяцев назад

I'm using PC Work Flow for Pastoral Care/Visitation List. Does Planning Center have a reporting feature that counts the number of contacts (ie. the number of notes recorded in a Work Flow) during a date range?

@ThreefoldSolutions 7 месяцев назад

Great question, if you use a list in People and look at a Workflow and within that workflow, you can see things like whose on which step or who has completed a step. It may not exactly show you how many notes, but it will get you close to what you are looking for. Give it a try and experiment with the Lists options.

@JaredCarson-v4u 6 месяцев назад

Thank you, this was very helpful.@@ThreefoldSolutions