Roll Call Documentation

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Topics

  • Installing
  • Getting Started
  • Add People
  • Find People
  • Delete People
  • Manage Relationships
  • People Reports
  • People Export
  • Background Checks
  • Visitations
  • Communications
  • Groups
  • Group Reports
  • Events
  • Calendar
  • Check-in Setup
  • Computer Check-in Station
  • Tablet Check-in Station
  • Smart Phone Check-in Station
  • Fingervein Check-in
  • Record Attendance
  • Attendance Reports
  • Enter Contributions
  • Make Corrections - Contributions
  • Recurring Contributions
  • Contribution Receipts
  • Contribution Reports
  • Pledges
  • Directories
  • Tracks
    • Track Definition
    • Setup Required for Tracks
    • Creating a Track
    • Assigning Tracks to People in Congregation
    • Using the To Dos
    • Using the Track Summary
    • Using the Track Assignment Window
    • Using the Step Assignment Window
  • Connect Administration
  • Set Up Connect
  • Staff Connect - Tablet
  • Staff Connect - Phone
  • Congregation Connect - Tablet
  • Congregation Connect - Phone
  • Query Editor
  • Custom Reports
  • Data Administration
  • Database Maintenance

Track Definition

Created: 02/19/2018 • Updated: 02/19/2018


A track is a series of actions or steps that must be accomplished to complete a process. The process might be a first time guest follow up, or items that must be completed to become a volunteer, or a series of classes that must be taken to become a member. Tracks can be used to help facilitate and manage most of your organizations processes.


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