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Planning Center Online Migration Guide
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PCO People Migration
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PCO App :
People
+9
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Tasks
10
PCO App
Task
Status
Link
Done
Task Phase
Phase Number
People
17
Populate list of local educational institutions (Built-In Personal Fields)
Not Started
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Schools
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Define Data Structure: Built-In & Custom Fields, Note Categories
Define Membership types (Built-In Personal Fields)
Not Started
Membership Type
Define Data Structure: Built-In & Custom Fields, Note Categories
Define note categories and permissions
Not Started
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Note Categories
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Define Data Structure: Built-In & Custom Fields, Note Categories
Define Inactive reasons (Built-In Personal Fields)
Not Started
Inactive Reasons
Define Data Structure: Built-In & Custom Fields, Note Categories
Define permission types - People
Not Started
People Permissions
Define Data Structure: Built-In & Custom Fields, Note Categories
Decide if using social import
Not Started
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Define Data Structure: Built-In & Custom Fields, Note Categories
Define Custom Fields & Permissions
Not Started
Custom Fields
Define Data Structure: Built-In & Custom Fields, Note Categories
Define Note Digest Notifications
Not Started
Note Categories
Define Data Structure: Built-In & Custom Fields, Note Categories
Define Name Prefix (Built-In Personal Fields)
Not Started
Name Prefix
Define Data Structure: Built-In & Custom Fields, Note Categories
Define Marital status (Built-In Personal Fields)
Not Started
Marital Status
Define Data Structure: Built-In & Custom Fields, Note Categories
Define use of medical notes
Not Started
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Define Internal Systems: Forms, Workflows & Mailing List
Identify workflows and basic integration procedures procedures
Not Started
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Define Internal Systems: Forms, Workflows & Mailing List
Identify needed forms and integration procedures
Not Started
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Define Internal Systems: Forms, Workflows & Mailing List
Identify needed mailing lists needs & procedures
Not Started
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Define Internal Systems: Forms, Workflows & Mailing List
Generate List of Lists You Need
Not Started
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Define Internal Systems: Forms, Workflows & Mailing List
Create Templates for Need Reports
Not Started
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Define Internal Systems: Forms, Workflows & Mailing List
Email Templates
Not Started
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Define Internal Systems: Forms, Workflows & Mailing List
All
1
Define permission types by field
Not Started
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Giving
15
Check-ins
2
Define permission types
Not Started
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Custom Name Tag Design (pronouns)
Not Started
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Groups
5
Define permission types
Not Started
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Define Categories and Attributes
Not Started
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Define resources
Not Started
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Define Needed Groups
Not Started
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Add Group Leaders & Populate Groups
Not Started
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Services
5
Define permission types
Not Started
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Define scope of use
Not Started
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set up teams, roles and needed positions
Not Started
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set up service type
Not Started
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Not Started
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Registrations
2
Define permission types
Not Started
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Define Categories for Registration Pages
Not Started
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Calendar
8
Define permission types
Not Started
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Define Tags
Not Started
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Input Rooms & Resources
Not Started
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Decide how calendar integrates with website
Not Started
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Define Approval Groups
Not Started
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Define Event Tempaltes
Not Started
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Create Room Setups
Not Started
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Define zoom room procedures
Not Started
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Publishing
1
Define permission types
Not Started
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