Create a Follow-Up Without Opening a Profile
What you will learn
Someone needs a call, a visit or a prayer follow-up? Log it right from the church-wide list, with no need to find their profile first. It's the same form you get from a person's profile. TimelyChurch is church management software, learn more at timely.church.
Go deeper: Follow-Ups in the Knowledge Base.
Read the transcript
Let's log a call before we forget. In the People directory, click Follow-ups in the sidebar. Click Add Follow-up. Search for Betty Green in Person, or leave it empty for a general task. Set Category to Pastoral Care, and leave Method on Phone Call. Due Date is already set 3 days out, so leave it and skip Due Time. Assign To defaults to you, so switch it to Maria Lopez. The Person button next to Staff hands a task to someone without a login. Priority stays on Normal. Add a note about what's going on. Check Enable reminder notification for a nudge as the date nears. Click Add Follow-up. The drawer closes and the new row is already in the list, titled Pastoral Care - Betty Green. You never typed that title, and you never opened a profile.