Parish Tasks & Kanban Boards
The Parish Tasks module (/tasks) brings modern project management and collaboration tools to parish staff, ministries, and committees.
Accessing Task Boards
- In the navigation bar, click Tasks (
/tasks). - Users can switch between multiple parish task boards (e.g., Parish Administration, Facilities & Maintenance, Liturgy Planning, Youth Ministry, Fall Festival Committee).
Multi-View Task Dashboard
CatholicOffice supports four flexible visual layouts:
1. Board View (Kanban)
- Drag-and-drop task cards horizontally across customizable status columns (e.g., To Do, In Progress, Waiting on Vendor, Completed).
2. Table / List View
- A compact, spreadsheet-style list view allowing quick batch sorting, filtering by assignee, priority, or due date.
3. Calendar View
- Visualizes tasks across the calendar based on start and due dates to prevent scheduling bottlenecks.
4. Timeline / Gantt View
- Displays horizontal project duration bars for tracking multi-week milestones and long-range parish initiatives.
Working with Task Cards
Clicking any card opens the rich Task Card Detail Modal:
1. Assignees & Collaboration
- Assign one or multiple staff members or ministry leaders.
- Leave comments, discussions, and tag colleagues with
@Name.
2. Priority & Due Dates
- Set priorities: Low, Medium, High, or Urgent.
- Configure start dates and deadline alerts.
3. Sub-Tasks & Checklists
- Break complex tasks into interactive checklist items with progress bars.
4. Labels, Cover Images & Attachments
- Tag cards with custom color-coded labels (e.g., Budget, Contractor, Urgent, Diocese).
- Upload file attachments (PDF invoices, blueprints, contracts) and set visual card covers.
5. Cross-Linking to Parish Events & Files
- Link task cards directly to specific Sacramental Files, Rental Files, or Master Calendar Events.