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Workflows are now smarter (and less manual)
Workflow steps can now run actions on their own. Here's how that fits with everything else we shipped this year.
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Savannah Frye
Planning Center Blog
Workflows
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New in People: Less spam, cleaner profiles, better permissions and more
This week’s roundup of People updates is a lot like going out for tacos 🌮 : bite-sized meals, big on flavor. The People team has been making some tacos made 10 small but significant improvements: because ultimately, an up-to-date database is not about keeping things clean but about making sure your people don't fall through the cracks. So let's see how these small updates can help you make a big impact. And hopefully we won’t ruin your Thanksgiving dinner with all these tacos. Don’t lose
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Jeff Berg
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Expanded Permissions for Workflows
Your church is more efficient and effective when you empower your people to work together as a team, which is the motivation between our latest addition to Workflows. Previously, someone's permissions on a workflow were tied to their overall permissions in People (Manager, Editor, or Viewer). If you wanted someone to be able to create a new workflow, your only option was to make them a manager, which comes with all sorts of other privileges that they may or may not need. Now, these permissions
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Daniel Murphy
·Product Manager
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Mass Emailing in Workflows
The heart of Workflows is connection—everything about the feature is designed to support strong communication through follow up. We’ve noticed email is one of the most common ways churches like to reach out to people, which is why you can email individuals directly from workflow cards. But sometimes, you don’t need to write everyone a personal email, you just need to send the exact same message to multiple people in your workflow. Until today, the only way to send mass emails to people in
Jeff Berg
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How to Create a Volunteer Pipeline
Once your volunteers are in Services and you have them organized into teams, communicating and coordinating with them is easy… but how do you find volunteers? How do you move people through the application and training process before assigning them to a team? In this video, Matthew shares how you can use our free application, People, to create a volunteer pipeline. If you want to get started, go into Services and click the logo in the top left hand corner and find Peop
Jeff Berg
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Update Profiles in Workflows
From on-boarding new volunteers to following up with first-time visitors, Workflows has become a central hub of productivity and organization for many churches who use Planning Center People. Today’s update is going to help you maximize your time while using this feature! One of the most common practices we see in Workflows is a step dedicated to updating a person’s profile, like changing a membership status or adding someone to a volunteer team in Services. This profile-updating step is s
Daniel Murphy
·Product Manager
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Bulk Updates Come to Workflows
People are the heart of your church, and the purpose of every feature in Planning Center People is to eliminate the administrative obstacles in the way of the church’s ability to build relationships with people. Workflows is a feature designed to streamline the often disjointed process of following-up with people in your church to make sure no one slips through the cracks. A few weeks ago we improved Workflows to increase the speed of the process to create more time and space for you to focus
Jeff Berg
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Expected Response Times in Workflows
You are busy, your team is busy, so sometimes even in the most organized of Workflows, tasks can still be overlooked. Today we released Expected Response Times, a new Workflows feature designed to help you communicate to assignees when you expect specific tasks completed, and to send reminders if something's been overlooked. Now you can set a deadline for a step in a workflow by checking the box next to Expected Response Time at the bottom of the step's settings screen. Once you’ve
Jeff Berg
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Get Your Workflows Organized
For a lot of churches, your list of workflows has gotten out of hand! When several ministries start using workflows to keep track of their processes, it can get difficult to cut through the clutter and find the workflow you’re looking for. And the problem tends to multiply if your church has multiple campuses. But now you can keep your list of workflows nice and tidy by assigning each workflow to a category, campus, or both! After you’ve assigned workflows to some categories, you can use the
Daniel Murphy
·Product Manager
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Workflows V2: Faster & Real-time
When you logged into your People account today, you may have noticed a major change in Workflows: SPEED! In the former version of Workflows, you and another team member could be working on the same project simultaneously and be completely unaware of the changes and progress being made by the other person until you refreshed the page. In the new version of Workflows, all updates occur in real time, so as you work on your cards—updating, completing, and reassigning tasks—the changes will ref
Jeff Berg
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Pinned Assignments in Workflows
A couple of new tools in workflows are going to make your life easier, the sun shine brighter, and prevent hair loss. More importantly, they'll help your ministry be more effective. Workflows are a handy tool that churches are using to keep on top of all they do. They’re used to track and delegate tasks like following up with visitors, training new volunteers, and ensuring that people who need pastoral care are getting it. When you add someone to a workflow, a card is created to track the
Daniel Murphy
·Product Manager
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Households, Activity Feeds, and Workflows come to People Mobile
Our team finished version 1.5 before I could even write the blog post for 1.4. So here's a double dose of updates for you! Edit Your Households First up — now you can manage the members of a household right from your phone! When a new family is at your church, you can use the app to capture everything you’ll need to know about them. And just like in the desktop site, our app supports assigning someone to multiple households so that your data stays accurate, and when used with Check-Ins, your
Daniel Murphy
·Product Manager
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Emails, Workflow Improvements, and More!
Happy New Year! 2017 has arrived, bringing with it much excitement for what’s to come. We have so many ideas that we'll get to work on, several new team members to collaborate with, and even more churches to serve. Today, I want to highlight a few small changes we've made while we put the final touches on some major updates coming soon. Send Basic Emails Easier We've added a new way to contact a member of your church. Now you can click on the email icon at the top of their profile
Daniel Murphy
·Product Manager
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Workflows Now on Mobile!
Workflows has revolutionized the way thousands of churches are staying connected with their members. After months of work, we're excited to announce that it’s made it to our free mobile app for both iOS and Android. With the mobile app, you can do anything in a workflow that you can do from the website. You can complete steps, leave notes, send emails, or snooze a card to come back to it later! Now you can stay on top of your cards anywhere you are. We're not done with the mobile app eithe
Daniel Murphy
·Product Manager
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Workflows Bonanza!
Workflows have been one of the most popular features we've ever launched, and now they’re even better! This week we've added three huge updates to make workflows more powerful. Save Your Cards for Later A common pattern in workflows is to wait a certain amount of time before performing the next action on a card. For example, you might want to call a first time visitor the day after they come to church, then send them an email a week later. With snoozing you can tell that card to hide itse
Daniel Murphy
·Product Manager
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Introducing Workflows
When a new person, let’s call him Dave, visits your church, how do you follow up with him? Maybe you give him a call, mail him a welcome packet, and then invite him to your open house. But how do you remember to follow up with Dave? Keeping track of all that can be a nightmare! Especially when you try to delegate those tasks out to your teams. Today we’re launching our solution for you. Workflows is the newest feature in our free app for managing your church, Planning Center People. We th
Daniel Murphy
·Product Manager