Connect Personally
Follow Up Faithfully
Care for every member with ease using TouchPoint’s powerful pastoral care tools. Tasks & Notes helps your staff and volunteers track ministry follow-ups, record important conversations, and organize pastoral touchpoints, so no one slips through the cracks.
Record Ministry Connections Inside Of TouchPoint
1. Create Tasks
Assign pastors, ministry leaders, and lay leaders with Tasks to reach out to churchgoers as needed. For example, Assign John the Task of checking on Robert and family since they have missed church for two weeks.
2. Complete Tasks
Example: John had coffee with Robert and learned that his mother has fallen ill. The family travels out of town to visit her on the weekends. John updates the Task with the notes from his meeting and schedules a follow-up Task to continue checking on the family.
3. Report On Activity
…or lack thereof. TouchPoint allows you to report on ministry areas with complete or incomplete Tasks, so you can give thanks where needed and hone in on areas that need attention.
Ministry On The Go
We know that many of these conversations happen away from your computer. Tasks & Notes are available at your fingertips in our powerful mobile app!
Tasks & Notes
Keywords
The Power of Keywords
Create unique keywords to associate with the Task or Note, and report on all ministry touches with the same keyword. Some of your keywords might be Hospitality, Marriage Ministry, Family Ministry, or Bereavement. Additionally, keywords can have custom questions added to collect additional information that is specific to the topic of the Task or Note. Use this to make sure you collect all the necessary details.
Roles
Keep Sensitive Information Private
Restrict Tasks or Notes that are sensitive in nature to only those with a specific TouchPoint role, such as the Pastoral Care team.
Personalization
Information Where You Need It
Find all Tasks & Notes related to a person on his/her people record. Easily identify unresolved ministry opportunities or catch up on the latest goings on with your churchgoers.
Search & Management
Robust Search & Management
Every Task or Note created is centrally located in an easy-to-use search and manage page. Search, sort, or filter to narrow down your results in a flash.
Notifications
Notifications Made Easy
TouchPoint automatically sends emails with Task creation and status changes, so you don’t have to worry about notifying an individual about an assignment.
Automate Assignments
Take your Touchpoints to the next level by incorporating Task or Note creation from within Process Builder.
Schedule A Demo
Discover How TouchPoint’s Pastoral Care Tools Can Transform Your Ministry Today.
