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Planning Center Online Migration Guide
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Step 3: Define Internal Systems

Task in Each Step


Task: Define who is responsible for each of the tasks in the table below. The link column will direct you to where the guide is to complete that section. Note in this section multiple members of your team will probably need to be working in each section.
Task Phase :
Define Internal Systems: Forms, Workflows & Mailing List
Task
Status
Link
Done
1
Define use of medical notes
Not Started
2
Identify workflows and basic integration procedures procedures
Not Started
3
Identify needed forms and integration procedures
Not Started
4
Identify needed mailing lists needs & procedures
Not Started
5
Generate List of Lists You Need
Not Started
6
Create Templates for Need Reports
Not Started
7
Email Templates
Not Started
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