Act on items in Needs Attention

The Needs Attention card on the Dashboard lists things that wait for you. Act on them here, without opening other pages.

Who can do this: what you see depends on your role.

• Account requests: roles with Edit access to Account Approvals.
• Duties that you can hand back: members whose role does not have Edit access to Duty Assignments. The list shows your own duties that are not confirmed yet.
• Duties that you can give to someone else: roles with Edit access to Duty Assignments. The list shows duties in your church that are not confirmed yet.

Each list shows up to 3 rows. To see the other rows, click the button under the list, such as Show 2 more. To make the list short again, click Show less.

Review an account request

1. On a computer, click Dashboard in the menu. On a phone, tap the Dashboard tab.
2. In Needs Attention, find the Account requests list.
3. Next to the person, click Review. The Member Profile window opens.
4. Read the profile.
5. Click Accept Request or Deny.

When you accept, the Email Notification window tells you that the person got an email. Click Complete Member Profile to add more details, or click Done.

If you do not see Review, your role also needs Edit access to Member Groups. Open Account Approvals from the Church Membership menu instead.

Request a replacement for your duty

1. On a computer, click Dashboard in the menu. On a phone, tap the Dashboard tab.
2. In Needs Attention, find the duty in the Duties list.
3. Click Request Replacement. On a phone, it is an icon of a person with a pencil.
4. In the Request a Replacement window, click Yes, Request a Replacement.

The button changes to Replacement Requested. The duty leaves your Dashboard when church staff give it to someone else. You can also do this in My Duties. See Request a replacement.

Give a duty to a different member

1. On a computer, click Dashboard in the menu. On a phone, tap the Dashboard tab.
2. In Needs Attention, find the duty in the Duties list.
3. Click Change Assigned User. On a phone, it is an icon of a person with a pencil.
4. In the Change Assigned User window, under Assign to new member:, click Select Member. Then click a member. You can type in Search Member… to find one.
5. Click Confirm New Member.

You can also do this in Worship Assignments. See Change who is assigned to a duty.

Still stuck?

Email info@project-go.com. Tell us your church name and what you tried.