Add a process [video]

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Tap New and then tap Process as shown, if you're using a phone then you may need to first tap 

 

Learn how to create a process to help track people through a process and to automate parts of the process.

 

 

Processes let you track people through each step of a process; and you can add automated actions to each of those steps. You can change a process as you need, but you may find it easier if you start with a piece of paper and map out each step of the process and how it will be used.

Each step of a process can have a person who is responsible, a task will be assigned to the responsible person when a person is added to a step. The task will be due the specified number of days after they are added to the step, in the example the task would be due 4 days after the person was added to the contact step.

Tip: You can't remove a step if there is a person currently in the step, remove the people from the step first and then you'll be able to remove the step.

Tip: You can reorder process steps by grabbing the :: handle next to the step and dragging it up or down the list of steps.

 

Actions

Each step of a process can have one or more associated actions, the actions will be performed every time a person is moved to that step on the process board.

These are the possible actions that can be added:
Complete / Remove the person from this process - People moved to a step with this action will start to fade out after about 15 seconds until they disappear.
Add the person to a group - add the person to the specified group.
Remove the person from a group - remove the person from the specified group.
Add the person to a meeting - add the person to the specified meeting.
Add the person to a process - add the person to another process.
Add more detail to the person's profile - add a "more info" detail to the person's profile, for example if the step represents that a person is now a church member, then use this action to add a more info named Status with a detail of Member. This info can then be used with a search group to find people who are listed as members.
Add the current date to the person's profile - add the current date to the person's profile, the date could be a course completion date. For example it may be the date they complete the marriage preparation course.
Send the person an email - as the name says this will send the person an email message, the message can be delayed a certain number of days. If this process is connected to a form then delaying the email can help ensure the message doesn't seem automated. Use the Insert menu when writing the message to add a merge field like the person's name.
Send the person an SMS - this will send an SMS message to the person. For this to work the SMS service needs to be configured and the person's mobile number must be listed on their profile.
Create a task for another person - create a task for another team member relating to this person. When the task is created an email will be sent to the team member to notify them that there is something to do.
Add the person to planning center - if you have sync'd UCare with Planning Center this will add them to your planning center account so that you can start scheduling them.

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