Church360° Projects allow users to plan, organize, and track activities collaboratively. A Project creator can assign participants to a project, and then name those participants in the project's Tasks.
Project visibility
If no participants are added, the project will be private, only visible to its creator. This can be useful for creating your own "To Do" list.
Participant roles include:
- Creator: Creators have full control to: create, edit, delete, assign tasks, add participants, comments, etc.
- Manager: Same permissions as the creator, including adding other Participants.
- Contributor: Can complete tasks & comment on them.
- Observer: Can view projects & tasks only (cannot edit, comment or complete a task).
To add Participants to a Project:
- Navigate to the Projects view.
- Click on the project's name to open the Project Details view.
- In the header, click Edit → Participants.
- Click "Add a participant".
- Choose
- Person (first drop-down).
- Role (second drop-down).
To assign a task to a project participant:
- Open the project.
- Click the task you want to assign.
- Click the edit (pencil) icon.
- Under Assigned to, click in the selection box.
- Check the participant(s).
- To save, choose:
- Just this task, or
- All future tasks (for recurring tasks you want to keep assigned to that person).