Overview
The Tasks module gives church leaders a lightweight way to assign follow-up actions — for example, visiting a member, calling a first-timer, or following up on a prayer request. Tasks are linked to a contact (the person being followed up), assigned to a user (the person responsible), and tracked through to completion.Task entity
Task statuses
Tasks move through a defined lifecycle:COMPLETED and CANCELLED are closed statuses — tasks in these states no longer appear in active queues.
Task types
Comments
Team members can leaveTaskComment records on a task to communicate progress or blockers without changing the status. Each comment is timestamped and attributed to its author.
Attachments
TaskAttachment records allow files (photos, voice notes, documents) to be attached to a task, useful when a visit report or proof of action is needed.
Notifications
When a task is assigned or updated, theNotificationsService sends a real-time push to the assigned user via WebSocket. Users also receive an in-app notification badge.
Retention report
TheRetentionReportService generates a report of contacts who have been uncontacted for a given period — surfacing who most needs a follow-up task created.
Activity log integration
When a task is created or completed, the CRMContactActivityService appends an activity record to the contact’s timeline, giving pastoral staff a complete picture of every touchpoint.