Workflows

11 articles

Help Center Workflows
What is a Workflow?
A workflow is a step-by-step pipeline that moves people through a process — like a volunteer application, a baptism signup, a prayer request...
How to Use Workflows
Workflows are flexible — anything that has a few steps and needs follow-through can become one. Here are the most common pipelines churches...
How to Create a Workflow
Setting up a workflow takes a few minutes. The thinking up front — what stages, who acts on each — is where the real value lives. 1. Open t...
How to Manage a Pipeline
Once a workflow's stages are set up, the day-to-day work happens on the pipeline board. Here's everything you can do from there. The pipeli...
Template: Apply to Serve (Volunteer Application)
The Apply to Serve workflow handles the full path from "I'd like to help" to "you're on the team." Some churches call this their Volunteer A...
Template: Worship Team Application
The Worship Team Application workflow is the Apply to Serve flow with one extra step: an audition. Use it when you need to evaluate musical...
Template: Prayer Request
The Prayer Request workflow handles requests submitted through your website, the connect card, or in person. It keeps a record of who prayed...
Template: Get Baptized
The Get Baptized workflow walks a person from a baptism signup all the way through the day, and a follow-up touch after. When to use it Any...
Template: Commit to Christ
The Commit to Christ workflow is for first-time decisions to follow Jesus. It makes sure no decision card collects dust on a desk somewhere...
Template: Recommit to Christ
The Recommit to Christ workflow is for someone coming back to faith after stepping away. It's distinct from a first-time decision — they alr...
What the volunteer sees during a background check
When a card lands on the Background Check stage, the volunteer receives an email and self-serves the rest of the process. Step-by-step (vol...

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