Not all follow-up tasks are created equal. VisiConnect uses priority levels to help your team focus on the most important and time-sensitive actions first.

Priority Levels

VisiConnect supports three priority levels for follow-up tasks:

High Priority

Tasks that require immediate attention, typically within 24 hours. High priority is automatically assigned to:

  • First-time visitor phone calls
  • Prayer requests from visitors
  • Visitors who expressed interest in membership
  • Follow-up from special events (Easter, Christmas)

Normal Priority

Standard follow-up tasks with a typical timeframe of 2-5 days. Normal priority includes:

  • Second-time visitor follow-up
  • Welcome email sending
  • Small group invitations
  • General check-in calls

Low Priority

Tasks that are important but not time-sensitive, typically within 1-2 weeks. Low priority includes:

  • Updating visitor records
  • Long-term re-engagement outreach
  • Administrative follow-up
  • Survey and feedback requests

Automatic Priority Assignment

VisiConnect automatically assigns priority based on visitor status and task type. The rules are:

Visitor Status Task Type Auto Priority
First-Time Phone Call High
First-Time Welcome Email Normal
Second-Time Any Normal
Third-Time Any Normal
Inactive Re-engagement Low

Manual Priority Override

You can change a task's priority at any time:

  1. Open the task from your task list.
  2. Click the priority dropdown (displayed as a colored badge).
  3. Select the new priority level.
  4. The change is saved automatically.

This is useful when you have special circumstances, such as a VIP visitor or a time-sensitive opportunity.

Viewing Tasks by Priority

The task list can be filtered by priority to help you focus:

  • Click the Priority filter dropdown above the task list.
  • Select High to see only urgent tasks.
  • Select Normal or Low for other priority levels.
  • Or select All to see everything.

Priority in the Dashboard

The dashboard's task widget highlights high-priority items with a red indicator. Tasks are sorted by priority by default, with high-priority tasks at the top.

Customizing Priority Rules

Administrators can customize the automatic priority assignment rules:

  1. Navigate to Settings > Task Settings.
  2. Find the Priority Rules section.
  3. Adjust the priority for each visitor status and task type combination.
  4. Click Save to apply changes.
Best Practice: Start each day by reviewing your high-priority tasks. Many connection teams use a "high-priority first" approach to ensure nothing urgent falls through the cracks.

Overdue Tasks

When a task passes its due date without being completed, it is marked as overdue. Overdue tasks:

  • Are automatically elevated to high priority
  • Appear at the top of your task list with a red "Overdue" badge
  • Trigger a notification to the assigned staff member
  • May trigger a notification to their supervisor (if configured)