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Planning Center Online Migration Guide
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PCO App :
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Tasks
PCO App
Task
Status
Link
Done
Task Phase
Phase Number
People
17
Populate list of local educational institutions (Built-In Personal Fields)
Not Started
Define Data Structure: Built-In & Custom Fields, Note Categories
Define Membership types (Built-In Personal Fields)
Not Started
Define Data Structure: Built-In & Custom Fields, Note Categories
Define note categories and permissions
Not Started
Define Data Structure: Built-In & Custom Fields, Note Categories
Define Inactive reasons
(Built-In Personal Fields)
Not Started
Define Data Structure: Built-In & Custom Fields, Note Categories
Define permission types - People
Not Started
Define Data Structure: Built-In & Custom Fields, Note Categories
Decide if using social import
Not Started
Define Data Structure: Built-In & Custom Fields, Note Categories
Define Custom Fields & Permissions
Not Started
Define Data Structure: Built-In & Custom Fields, Note Categories
Define Note Digest Notifications
Not Started
Define Data Structure: Built-In & Custom Fields, Note Categories
Define Name Prefix
(Built-In Personal Fields)
Not Started
Define Data Structure: Built-In & Custom Fields, Note Categories
Define Marital status
(Built-In Personal Fields)
Not Started
Define Data Structure: Built-In & Custom Fields, Note Categories
Define use of medical notes
Not Started
Define Internal Systems: Forms, Workflows & Mailing List
Identify workflows and basic integration procedures procedures
Not Started
Define Internal Systems: Forms, Workflows & Mailing List
Identify needed forms and integration procedures
Not Started
Define Internal Systems: Forms, Workflows & Mailing List
Identify needed mailing lists needs & procedures
Not Started
Define Internal Systems: Forms, Workflows & Mailing List
Generate List of Lists You Need
Not Started
Define Internal Systems: Forms, Workflows & Mailing List
Create Templates for Need Reports
Not Started
Define Internal Systems: Forms, Workflows & Mailing List
Email Templates
Not Started
Define Internal Systems: Forms, Workflows & Mailing List
All
1
Define permission types by field
Not Started
Giving
15
Check-ins
2
Define permission types
Not Started
Custom Name Tag Design (pronouns)
Not Started
Groups
5
Define permission types
Not Started
Define Categories and Attributes
Not Started
Define resources
Not Started
Define Needed Groups
Not Started
Add Group Leaders & Populate Groups
Not Started
Services
5
Define permission types
Not Started
Define scope of use
Not Started
set up teams, roles and needed positions
Not Started
set up service type
Not Started
Not Started
Registrations
2
Define permission types
Not Started
Define Categories for Registration Pages
Not Started
Calendar
8
Define permission types
Not Started
Define Tags
Not Started
Input Rooms & Resources
Not Started
Decide how calendar integrates with website
Not Started
Define Approval Groups
Not Started
Define Event Tempaltes
Not Started
Create Room Setups
Not Started
Define zoom room procedures
Not Started
Publishing
1
Define permission types
Not Started
Customize categories and statuses
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