Weekly Tasks¶
This is a list of tasks that are performed by various TouchPoint users. Depending on how your church takes attendance and manages membership, some of these may not apply. Also, your church’s assimilation process may involve different steps. This is not an all-inclusive list; it is intended as a general guide. Some tasks are performed as needed, not necessarily weekly.
For the user roles required for each task, review the help article that outlines the purpose of each role.
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Membership¶
The person recording these must have the Membership role and should also have the Edit role. This user will need to make other changes (address, phone numbers, etc.) to records in addition to recording membership information. Membership information is recorded on the person’s Profile > Member tab.
Record church membership decisions, baptisms, and new member class attendance.
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Drop members who have lettered out or gone to another denomination, based on notifications from the person’s new church.
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Email or mail letters to churches for those who made membership decisions, requesting their church letter or just notifying the church that their member has joined your church. Record the request date in that section of the Member tab.
Send response letters to other churches that have asked for confirmation that one of their new members was a previous member of your church.
If you send letters from the pastor to new members, generate the appropriate search to find those who completed their membership process (have a Join Date) in the past 7 days. You can use the Excel export to create a mail merge.
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Attendance and Follow-Up¶
Users must have the Attendance role to record attendance and add guests, both on the website and in the mobile app. The Edit role is required to update addresses and other information on people records. If you use Check-In, attendance is recorded during that process.
Record attendance for any meetings. Sunday’s attendance is typically recorded on Monday morning. Other attendance is recorded for meetings throughout the week.
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Add guests to the meeting they attended.
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Complete New Person Data Entry Tasks if you created new people records.
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Trigger Email Attendance Notices for meetings once attendance and guests have been recorded.
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Run searches for first, second, and third-time guests, in order to assign tasks, send emails, or follow your church’s procedures for keeping up with guests.
Assign Tasks about new guests, to be completed by staff or by lay leaders with the OrgLeadersOnly role.
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If you have lay leaders making personal visits, print Inreach/Outreach reports from the Reports menu on the Blue Toolbar in Search Builder or on a meeting.
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Maintain Involvements, adding and dropping members as necessary.
Print Rollsheets for upcoming meetings.
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Print Roster Report or Roster Report Extended for upcoming children’s classes using check-in, so the classroom has members’ allergy information and parents’ phone numbers.
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Contributions¶
The person performing these tasks needs the Finance and Edit roles.
Process the offering and create the necessary batches.
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Note
The article mentioned above also contains complete instructions for the Weekly/Monthly/Quarterly tasks associated with Contributions.
Record the details (post contributions for individuals).
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Run the Totals by Fund report for general ledger summary numbers.
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Monthly, reconcile the bank statement with online transactions.
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Database¶
Verify recently added records, looking for duplicates and making sure individuals are in the correct family.
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Process returned mail, changing addresses for families.
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Users with the Admin, Manager, or Manager2 role can run Admin > Tools > Duplicates > Finder to find duplicate records.
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Volunteers¶
Send volunteer reminder emails from the Email menu on the Blue Toolbar of a volunteer Involvement (Send Volunteer Reminders). This requires the Edit role.
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Latest Update |
10/22/2026 |
Added role requirements, corrected the duplicate finder path and roles, removed the Developer-only Reconcile report, and updated the volunteer reminder location.