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Tasks & History

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Tasks & History

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“The plans of the diligent lead surely to advantage, but everyone who is hasty comes surely to poverty.” Proverbs 21:5.

TntMPD offers two different ways to view tasks and history.

1.View items individually or for the Current Group on the Tasks/History tabs in the Contact View.

2.View all tasks and history for all contacts using the Task View and History View. In both of these areas, you can filter the list to see only relevant results.

The tasks and history tabs are in the Contact View and show the tasks and history for the selected contact or the Current Group. In most cases, you will only view tasks and history for a selected contact.

Task Tab

For many missionaries, most of their scheduled tasks are created automatically by TntMPD in response to gifts given.

Read More > Automatic Action for New Gifts

Schedule a task on the Tasks Tab

Read More > Tutorial: Schedule a Task

See the Schedule View

Read More > Schedule View

History Tab

 

Tasks View and History View

Tasks View

History View

You can filter your tasks or history by date range, task type, or description. On History, you can also "Combine Group History Items"; that is, display as one history item all history that was created using Group Log History.

View Details

TntMPD records the last Appointment, Call, Thank, Letter, and Pre-Call Letter. For that reason, it helps to be consistent about which task type you are using when logging history for a contact.

Read More > View Details




Comments on this Help Topic

confianavs wrote re: Tasks & History
on 7 Oct 2009 2:29 PM

In the most recently downloaded version, I am having a problem under the History tab. All "call" entries that have "attempted" as a result have the entire text of the entry scored through. How do I change this to normal text? For some reason, all my ATTEMPTED entries changed to scored text when I last downloaded the updated version. Thanks for the help.

Troy Wolbrink wrote re: Tasks & History
on 10 Nov 2009 11:53 AM

In TntMPD 2.1 r9 or newer:  Under the "Tools" menu, click on "Options".  Then click the "User Interface" tab.  Uncheck the box for "Draw a line through attempted history items."

benjaminandmonica wrote re: Tasks & History
on 7 Sep 2010 12:33 AM

Is there a way to create multiple histories or tasks?  for instance, If I wanted to select a certain number of contacts to send a letter to.  Then I want to follow up with all of those people with a phone call a couple of weeks later.  Is there a way that I can select those specific contacts, then create a history item (sent letter on 9/1) and a task (call on 9/14)?  

I'm on a Mac btw.  :)

Troy Wolbrink wrote re: Tasks & History
on 1 Oct 2010 11:56 PM

For all the contacts in the Current Group, you can do this.  Under the "Group Actions" menu you'll see choices for this.  You can do a lookup to customize the Current Group.