These four tools keep the week-to-week work of leadership organized.
Discussion Topics
When someone raises an idea during the week, add it as a discussion topic. Mark it as Proposed, Scheduled, Discussed, or Tabled.
Discussion topics are added to the meeting agenda.
Tasks
Tasks turn agenda decisions into action. Assign an owner, set a due date, and choose a priority. Status options are Todo, In Progress, Done, and Cancelled. Completed tasks stay in the history so you can look back later.
Tasks show owner, status, due date, and priority.
Needs
Needs are for ministering follow-up that requires coordination. Record who has the need, the status (Open, In Progress, Resolved, Closed), and the urgency. Keep the description general and avoid sensitive details.
Notes
Notes are a simple scratchpad for anything that does not fit elsewhere. Add an optional reminder so the note comes back at the right time. You can archive old notes or delete them with a confirmation warning.
Notes can have reminders and be archived or deleted.
Best practices
- -Capture topics and tasks as soon as they come up so nothing is lost.
- -Assign one owner per task, even if multiple people help.
- -Close needs and tasks when they are done so the dashboard stays up-to-date.