Your tasks, and routing work to a priest

Tasks is the parish's to-do list. It has two halves: My Tasks, which is your own list and belongs to every staff member, and Assign Tasks, the routing surface for handing work to a priest.

My Tasks

Everything assigned to you, whatever it came from. A task is either a general task — anything you type yourself — or a module task, which is a piece of work that already exists elsewhere in Vianney: an emergency anointing call, a care visit, a baptism, or a funeral.

Add one with + New Task. Choose what kind it is; a general task takes a short description, and the other four ask you to pick the case it belongs to. A longer Note is optional — start lines with a dash and they render as a bulleted list. You can also attach a record to a task, so the case is one click away.

The priority ladder

Every task carries one of five priorities: Urgent, High, Medium, Low, Deferred. A new task is Medium unless you say otherwise, so you never have to think about it for the ordinary work.

Change a priority straight on the row — the little dropdown in the Priority column — without opening anything.

How the list is ordered

The list opens by priority: Urgent first, then High, and so on down the ladder. Within a rung the oldest task is on top. That is the queue reading — the next thing to do is the oldest urgent item, not the newest one.

The sort control offers the rest when you want it: by due date, newest first, oldest first, title, or by kind. There is also a search box, a kind filter, and Open / Completed chips.

Due dates and what's overdue

A due date is optional. When a task has one, it shows in the Due column in American format — 8/21/2026. If the task is still open and the date has passed, the date turns red and picks up an exclamation mark. Sorting by due date puts the soonest deadline first and drops the undated tasks to the end.

Editing a task

Click a row to expand it, then Edit task. You can change the priority, the due date and the note on anything.

You can rename a general task, because you wrote its description. You cannot rename a module task: it is named after the record it belongs to — "Funeral: Margaret Doyle," "Baptism: Emma Rose" — and the name is rebuilt from that record. Letting the label drift away from the case it names would be worse than the small inconvenience, so Vianney refuses it and says why.

Completing, reopening, deleting

• Complete moves a task to the Completed chip and stamps who finished it and when — the Completed list shows the date and the time, so "was that this morning or last Tuesday?" has an answer.
• Reopen clears that stamp and puts the task back on the open list.
• Delete removes the task only. The funeral, baptism, care case or emergency call behind it is untouched — the confirmation says so.

Assign Tasks — routing work to a priest

The second tab is the dispatch surface: the office staffer who fields the phone at 10 PM routes an anointing call to whichever priest is on. It shows every open assigned task across the parish and an assign card beside it.

Two rules the server enforces, not just the screen:

• Routed work goes to an active priest. You can put anything on your own list; handing it to *someone else* means handing it to a priest.
• A Parochial Vicar assigns work to himself only. A PV can self-claim any task, reassign one to himself, and complete it — but he does not hand work sideways to a peer. The Pastor, or the office, routes it. So the Assign Tasks tab does not appear for a PV at all: it would be empty ceremony.

Who else sees the tab is the pastor's choice, through the Assign tasks row of the role access matrix.

Re-routing a case that is already assigned reassigns it in place. You never end up with two open tasks for the same funeral.

If the assignee uses the mobile app, their phone gets a quiet nudge.

The badge in the sidebar

The number beside Tasks in the left navigation is your open count — not the parish's. It is the same number the Open chip shows, and it updates as you complete things.

Two-way sync with Google Tasks

If you tick Tasks when you connect your Google account, My Tasks and your default Google Tasks list mirror each other. Not a separate "parish" list — your main one, because you should only have to keep one list.

• Anything in your Google list that Vianney has not seen is imported as a general task, tagged with a blue Google chip.
• Anything assigned to you in Vianney is pushed into Google.
• Linked pairs copy the title, the note and done / not done from whichever side changed most recently.
• Priority and due date do not travel. Google Tasks has no notion of the five-rung ladder, so Vianney keeps priorities and due dates on its own side rather than inventing a mapping that would quietly lose them. Set those here.
• A module task is different: its title and note belong to Vianney, so only the done / not done state flows both ways.
• Delete a general task in Google and it goes here too. Delete a module task in Google and Vianney simply unlinks it — the funeral does not disappear because a to-do was swiped away.
• If a task is reassigned to someone else, it leaves your Google list and lands in theirs.

The sync runs when you open Tasks, and whenever you click Sync now on the strip at the top right. If Google refuses, the strip says so in Google's own words with a Retry — an honest error beats a silent half-sync.

Tips

• The dash-bulleted note is the useful habit: "- pick up oils / - call the family / - confirm time with the sacristan" reads as a checklist inside the task.
• Deferred is not a wastebasket. It is for work that is genuinely waiting on something — it keeps the item without letting it crowd the top of the queue.
• Everything here is audited: created, reassigned, completed, deleted. See The audit trail.