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RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center
RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center

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Tasks

View a Task

Explore the ways you can view tasks in MinistryPlatform.

View your assigned task:
  1. In the navigation menu, click Home, then click the My Tasks tab.
  2. Open the task you want to view.
View a task, regardless of who is assigned:
  1. In the navigation menu, click Communications > User Tasks.
  2. Open the Task record.
View tasks related to a record:
  1. Open the record that has associated tasks.
  2. Expand the Tasks panel on the right.
  3. Click a task to open it.
From an open Task record, you can see the record ID associated with the task (if applicable). The record ID is the primary ID of the page that the tasks process connects to. For example, if the task's 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 selected the Attach to Current Record option, the Task record has a Record Preview tab where you can see the attached record and go to it if needed.

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Last updated: November 14, 2025

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