Feature  //   Tasks

☑️ Follow up on life’s big and small moments.

Show up when it matters most. Stay on track and take action with Notebird Tasks.

Video: Notebird People-Centric Tasks

Discover how to efficiently manage tasks and follow-ups for individuals. This overview provides a step-by-step guide on using Tasks effectively within your organization. People-centric Tasks can be created from scratch or saved as presets for common pastoral care activities. Easily assign tasks, set due dates, and collaborate with team members. Tasks can be assigned to you or your team members, ensuring seamless coordination. This overview highlights the value of task history, allowing you to review completed tasks within Notebird. Additionally, it illustrates accessing tasks chronologically on the Task page, making it simple to track upcoming and overdue tasks. Stay on top of your responsibilities and team tasks using Notebird. Master the art of people-centric task management to ensure efficient workflows and prevent anyone from falling through the cracks. Start optimizing your organization's task management process today with Notebird.

Video Transcript

Tasks are any care action or follow-up you want to do for a specific person.

People-centric Tasks

Easily assign a task to yourself or a team member and follow up when it matters most. Customize task types to fit every care situation. Notebird's Tasks feature keeps your team on the same page so nobody falls through the cracks.

I’m going to be honest with you. Notebird is awesome! Our pastoral staff decided it best that we form a pastoral care team. I was assigned to create spreadsheets for the team and I didn’t know how or where to begin. So I started Googling and found Notebird and I love it!

Rev. Scott Simpson
First Presbyterian Church of San Antonio

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