Assigned tasks
Create follow-ups for members or visitors and assign them to staff.
Follow-up
Make the next conversation easier to follow through.
Give follow-up work an owner and a status so your team can see what needs attention and what has been completed.
What you can do
Useful context
Review the person’s department and last visit alongside their follow-up.
Contact history
Keep call details and message content with the follow-up, using a message template where appropriate.
Progress tracking
Move work through open, in-progress and completed states.
How it works
Create a follow-up from the person’s record or attendance review.
Assign it to a teammate and record the conversation.
Update its status so the team knows what happened.
Feature availability depends on your church’s plan and staff permissions. Compare plans.