Mission templates are essentially the initial building blocks of missions. They allow you to decide on the template name and whether location and other features are needed. Use these links below to jump straight to the section you want to learn about.

Creating a new template

Mission template options

General Options

Client Safety

Volunteer scheduling

Mission Notifications

Editing existing templates

Naming Tips

Firstly, we recommend deleting any of the default templates that are not things your charity does. The reason being is that volunteers can search their app by mission type, and may include options of tasks that your organisation does not offer and cause confusion. Leave, edit or delete our out-of-the-box templates as required.

Volunteer view of the app search box by mission type below.

Open the "Missions" page on the left-hand side of the Staff Dashboard. Then open the tab labelled "Mission Templates". Press the "+ Template" button.

You can customise each mission template to reflect the type of activity.

Template Name - Ensure this is the name of the activity or task that the volunteer will understand. Feel free to use the terminology your organisation uses on its website under roles. You can also make this as granular as you feel is necessary. For example, you may have one template named "Event" however if you commonly have 3 types of events that come up regularly, it may be worth having separate templates for each to allow volunteers to get more specific with their search in the app.

Template description- This is an internal description and will not be shown to the volunteers.

Report Template

Link your mission template to a report template. We recommend that each Mission type has a matching custom report, that way you can get impactful data straight from your volunteers which is relevant to the mission type.

Learn how to create a custom report in this article.

Note: even if you do not want to allow reporting on a mission, you still have to link a report template.

Mission Descriptions

Is there any information that you always use in your mission description?

You can choose to pre-fill the mission description at this level and also add additional details that will only become available to approved volunteers. You can always update/ adjust this when you create the mission or at any stage after mission creation.

Reporting option

You can choose to switch off the option for Volunteers to report. Please note: if you switch reporting OFF the mission template will still require you to include a report template (even though it won't be used).

Location - If you turn on this feature you will be able to specify an address for the mission, the volunteers are able to see how far this is from them and they can filter their available missions based on this attribute. Note that this will automatically draw the location from the one stored on the client's profile but you will be given the option to override this to anything you want when actually creating a mission.

Upload receipts - If you turn on this feature, volunteers will have the option to submit an expense request when submitting a mission report. They will be able to add an amount, add a comment and upload a picture. If you do not pay expenses, ensure this feature is turned off.

Checklist or shopping list - If you add turn on this option, when you create a mission you will be able to create a list that will be visible for the volunteers in the app.

Allow approved volunteer to call the client - Is your mission relating to an individual client and will that approved volunteer need to be able to give them a call in order to conduct that mission? If so, turn on this option. Volunteers will have a "Call" button in the mission.

I imagine you're worried about client data protection, well don't worry we always think about that too 😇 If you set up your mission as requiring approval then until you have approved a client on a mission, they will not be able to see this "Call" button.

If the mission will likely have an organisation as the client, for example, events, then this option will allow them to call the number stored on the organisation's profile.

Show full client name to approved volunteers - Are you happy for an approved volunteer to have the surname of the client, if so switch on this feature. Note that prescription drops, in particular, may require this as a volunteer cannot collect a prescription without that information.

Enable volunteer scheduling to create shifts that can be taken by volunteers. More info on creating shifts in this guide here.

Select your preferences for:

Each option allows you to specify timeframes. Please note: for the timeframe reminders you need to ensure when you create a mission, that it includes a start time.

Open the "Missions" page on the left-hand side of the Staff Dashboard. Then open the tab labelled "Templates". Open the template you wish to edit. You can then make all necessary edits but be aware this will update all existing missions for that template.

You can use the names of templates effectively to encourage volunteers to act in a certain way. For example, you could have 2 missions templated for shopping:

The templates will be the same and it just may ensure that volunteers will pick this mission first. You can use the prior9ty but there is no guarantee volunteers will pick those you flag with a high priority first just because they see them higher in the list.

If you require any further assistance, please use the support chat to ask a question to our friendly support team. We will be happy to help!