Intro to Workflows in Planning Center People

[@JaredCarson-v4u]

I'm using PC Work Flow for Pastoral Care/Visitation List. Does Planning Center have a reporting feature that counts the number of contacts (ie. the number of notes recorded in a Work Flow) during a date range?

[@ThreefoldSolutions]

Great question, if you use a list in People and look at a Workflow and within that workflow, you can see things like whose on which step or who has completed a step. It may not exactly show you how many notes, but it will get you close to what you are looking for. Give it a try and experiment with the Lists options.

[@JaredCarson-v4u]

Thank you, this was very helpful.@@ThreefoldSolutions

[@gunthrulife]

What type of reporting can be done with workflows?

[@ThreefoldSolutions]

@@gunthrulife thanks for your question! You can use lists to look into a workflow and see how many people are on a step, completed a step, and more. Unfortunately you can’t see which cards are overdue this way though. There will be software coming out soon called Parable, that will let you see overdue cards a lot more. Stay tuned.

[@tamarahill-bennett9506]

How do you set up workflow from a list and not a form?

[@ThreefoldSolutions]

Hey Tamara, thanks for your question! You can use an automation in a list to add someone to a Workflow automatically when a person is added to that list. You can also use the bulk action feature in your lists to take that action manually (rather than through an automation). You might find our video on lists helpful here: kzbin.info/www/bejne/ZnO3nIVsqtl6a5Y