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Catholic Office

Customizing Task Boards & Workflows

Parishes can create tailored task boards with unique workflows for different departments and ministries.

Creating a New Task Board

  1. In the Task dashboard (/tasks), open the board selector dropdown.
  2. Click + Create New Board.
  3. Set the board title (e.g., Capital Campaign, Facilities Work Orders, Faith Formation).
  4. Choose whether the board is Shared with All Staff or restricted to specific team members.

Configuring Board Columns & Steps

  1. In the top right corner of the board, click Board Settings (TaskBoardSettings).
  2. Manage columns:
    • Add Columns: Create custom workflow stages (e.g., Backlog, Quotes Requested, Pastor Approval, Ordered, Completed).
    • Column Colors: Assign distinct header colors for rapid visual scanning.
    • Reorder: Drag columns left or right to match your process flow.
    • Archive/Delete: Clean up completed or deprecated columns.

Custom Labels & Tags

  • Create board-specific colored labels (e.g., HVAC, Landscaping, Electrical, Permits).
  • Filter the entire board by clicking any label.