Planning Center tasks are a great way to remind yourself (or your team) to follow up with visitors, new families in your children's ministry, people who request prayer, new salvations, and more!
And now, you can automatically create a new Planning Center task when someone texts your Clearstream keyword. Just enable the needed permissions, then add the Create Planning Center Task step to any workflow using the directions below!
*If you haven't set up the Planning Center integration yet, click here!
Enable permissions for Planning Center integration
First, you'll need to enable additional permissions for your Planning Center integration.
Note: We recommend logging in to the account that initially set up the Planning Center integration.
Go to the Integrations page.
Under Planning Center, click View.
Click Reconnect in the pop-up.
On the new page, click Allow.
That's it!
Create a Planning Center Task in a workflow
Quick Steps: Keywords > Edit > + Step > Create Planning Center Task > Update Keyword
On the Keywords page in the left menu, click the ⋮ icon beside the keyword you want to update, then select Edit.
Then, click the + sign on the workflow timeline where you want to add the new step.
Click Create Planning Center Task in the pop-up.
Next, enter your title. You can enter data fields that automatically update based on the subscriber's information, like their name, phone number, and email.
Add a description (optional), then choose your task list. Choosing Inbox will assign it to your general task list, while choosing another list allows you to assign other people on your team.
Next, you can choose an assignee and add a deadline. Choosing +2 days will make the due date two days after the task is created, +3 days will make it three days after, and so on.
Here's an example of what your scheduled task might look like:
Click Update Keyword at the bottom of the page to save your changes. And that's it!
How to view and edit a Planning Center Task
You'll need to log in to your Planning Center account to view and make any changes to your task.
Once you log in, navigate to the Home app by clicking the dropdown in the top left corner.
Then, click the Tasks tab at the top of the page. Here, you can see your assigned and completed tasks at a glance.
If you assigned the task to your inbox, you can click the Inbox button in the left menu to view it. If you assigned it to a specific list (or another member in that list), just select your list from the left menu.
To edit your task, click the ⋮ icon, then click Edit task.
Make your updates, then click Save Changes.
If you have any questions, just reach out to our support team via the live chat. We'd love to help!