Think of Tracks as a grouping of tasks... and then think of all the ways you could use this. For example, you could have a Track for short term trip preparation, preparing for long term missions, a course structure, and so much more. Here we will walk through setting up a Track - this should trigger more ways you could be using such a tool.
Mission Control - your first step is to locate Mission Control from your top right drop down menu. This will bring you to the area where you will find your most common actions.
Tracks Block - look for the block to the middle for managing your tracks. You will see three key options.
Manage Current Tracks
Create a New Track
Manage Task Templates
NOTE: for this Quick Start Guide we are going to select the "Create a New Track" to work through this process.
It's difficult to think up a Track plan when you're directly in the tool. We recommend you brainstorm your Tracks (and their tasks) on a white board first and then come in with that plan. You'll be far more efficient and excited about what you're doing if you start with a plan and how your organization is going to use this.
ServiceReef will walk you through a series of windows (Wizard) to help you set up your Track. The first tab will include the following information:
Now it's time to build the TASKS that make up your Track. ServiceReef provides a series of task types that allow for a highly customized Track. Let's explore these task types:
In addition to the task types let's also explore the features within a specific Task:
Tracks are another more complex or mature tool of ServiceReef and only for organizations who are being highly intentional in guiding their people and helping them walk through a process. These can be powerful tools for you to help encourage growth and keeping track (no pun intended) of your member's growth. Great job on stewarding these relationship and helping people take that next step into missional maturity!