Outreach care tasks
When somebody on your team records an outreach conversation with a follow-up date, Passport creates a care task for them straight away. It lands on their Today, under Your care assignments, with every other care task they hold, so nobody has to check two queues.
What you need
- Access to GoReach in Passport
- At least one person your team has met through outreach
Open your outreach care tasks
- In Passport, open GoReach in the main navigation.
- Click Care tasks at the top of the People tab.
That opens Care assignments showing only the care tasks for people you met through outreach. Click Show all care tasks to see the whole queue again.
You can also open Care assignments from the main navigation at any time. The outreach filter is just a shortcut.
:::note Moved from the Follow-ups tab GoReach used to have its own Follow-ups tab holding a second copy of the care queue. Old links to it now open Care assignments filtered to outreach. :::
The tabs
| Tab | What it shows |
|---|---|
| Assigned by me | Care tasks you gave to someone else, so you can see they get done. |
| Available | Care tasks given to a ministry or group, waiting for someone on that team to claim. Plus and Pro only, because ministries and groups are part of Plus. |
| Completed | Care tasks you held or gave out that are done or cancelled, newest first. |
Care tasks assigned to you, or ones you claimed, are on Today under Your care assignments, grouped by when each is due. That includes the outreach tasks Passport creates for you when you record a conversation.
How outreach care tasks are created
When anyone on your team records an outreach conversation (a door knock, prayer, a street conversation) they can set a follow-up date. Passport then creates a care task assigned to the person who recorded it. There is nothing else to do.
Requests that come in from an outreach card become care tasks too. A card linked to someone goes back to the team member who met them; a card nobody linked follows your Care routing settings.
To create one by hand, click New care assignment on Care assignments, or Assign care next to a person on GoReach's People tab.
Work a care task
Each task shows the person's name (click it to open their profile), the assignee, any notes, and when it is due. On Today, your own tasks offer Mark done, with Reassign, Unclaim and Cancel assignment in the row's ⋯ menu.
- Complete when the follow-up is done.
- Reassign to hand it to a different staff member, ministry or group.
- Cancel if it is no longer needed. Passport asks you to confirm.
- Claim an Available task to make it yours, and Unclaim to give it back to the team.
Fix or remove a recorded conversation
On the GoReach Map, click a pin, or Interactions next to a name under In this area. The panel lists every conversation recorded with that person.
- Edit changes what happened and the notes, if somebody picked the wrong type or wrote on the wrong person.
- Delete removes the conversation from their record, after you confirm.
- Convert to guest appears for someone your team met outside who has now come to a service.
Clicking a person's name, on the map panel or the People tab, always opens their profile.
Next steps
- Map — See where the people you met live. Open the Map tab in GoReach.
- Coverage Heatmap — See which neighbourhoods your church is already reaching. See Coverage Heatmap.
- Nearby View — Find people near where you are standing. See Nearby View.