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 Help Topics / Settings & Automations / Using Projects and Tasks

Using Projects and Tasks


The Projects and Tasks feature allows you to create multiple church projects, as well as tasks for those projects. It can help you to get your To-Do list and staff organized.

  • Creating Projects
  • Project Permissions
  • Creating Tasks
  • Using Tasks

Creating Projects

ChurchTrac enables you to create an unlimited number of projects. To create a project, select the “Projects” button on the Project and Tasks tab.

How to create a project for church project management

Next, select the “Add” button to create a new project. You'll be prompted to name your project, update its status, and customize project permissions.

How to create a project for church project management

Project Permissions

You can choose "All User Accounts" to grant access to everyone or select "Only Selected Users" and manually assign access to specific users.

How to create a project for church project management

When "Only Selected Users" is chosen, those Projects will appear under your Settings → User Accounts → General and Connect → "Projects" permissions for each user. Any projects not restricted to specific users will be accessible to all users. Learn more about User Account Permissions ›

Managing User Privaleges in the church management software
All Tasks must be assigned to a Project. Create your Project first before creating any Tasks.

Creating Tasks

To create a task, select the "Add" button.

How to add a new task in your church project management software

You'll be prompted to name the task and assign it to the project of your choosing. 

How to add a new task in your church project management software

Using Tasks

After the task has been created, you can edit it by selecting the task. On task edit, you are given the ability to rename the task, assign it to a different project, mark a due date, set a priority, and assign it to the user of your choosing. 

Edit Tasks

For tasks that are more detailed or require more steps, you can create subtasks that can be individually checked off. There is also a Notes section as well as a Comments section for your entire team to collaborate. 

Edit Tasks
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