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RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Tasks

View a Task

Explore the several ways you can view tasks in MinistryPlatform.

To view a task:
  1. Go to the home page.
  2. Click My Tasks.
  3. Open the task.
View a task assign to a specific person, regardless of who owns the task:
  1. Open the task record.
  2. Click the Tasks tab.
  3. Click the Task Name jumplink.
From an open Task record, you can see the record ID associated with the task. The record ID is the primary ID of the page that the tasks process connects to. For example, if the tasks process is connected to the contacts page, then the record ID is the contact ID.

However you choose to access it, the open task record displays the details. If the person who assigned the task used the Attach to Current Record option, the Task record has a Record Preview tab. Here, you can preview the attached record and go to the attached record.

Last updated: December 6, 2024