Planning Center Blog

Workflows

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Blog

Nov 27, 2024

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

Jeff Berg

5 min read

Mar 11, 2020

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

Daniel Murphy

Product Manager

2 min read

Oct 30, 2018

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

2 min read

Sep 06, 2018

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

3 min read

Jun 12, 2018

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

2 min read

Feb 07, 2018

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

2 min read

Nov 02, 2017

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

1 min read

Sep 11, 2017

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

1 min read

Jul 06, 2017

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

3 min read