Add and Complete a Follow-Up Task

Click Add Follow-up. This is a real task — category, method, due date, who owns it, even a reminder. Pick what kind of follow-up this is — pastoral, a visit, a phone call — and how you'll do it. Set when it's due. Add a quick note about where things stand. Check this if you want a reminder as the date gets close. Set the priority and click Add Follow-up. It's now a task on their record — nothing falls through the cracks. When you've actually made the call, click Complete. Done — it's off your active list and on the record that it happened.