Edit a Follow-Up's Details and Status
What you will learn
Change the due date, hand a follow-up to someone else, or mark it In Progress or Completed, with a real place to write what happened. TimelyChurch is church management software, learn more at timely.church.
Go deeper: Follow-Ups in the Knowledge Base.
Read the transcript
Change a follow-up and close it out. In the People directory, click Follow-ups in the sidebar. Click the title of Pastoral Care - Betty Green, or its pencil icon. Either opens the same drawer. Every field from creating one is here, already filled in. Change what's changed. Let's make the priority High and push the due date out a few days. Set Status to In Progress and click Update Follow-up. Open it again and set Status to Completed. A Completion Notes box appears, so write what happened and save. Status is also how you reopen one. Switch it back to Pending or In Progress, and the follow-up is open again.