⭐ Premium
Current Follow Up Tasks gives an admin-level view of every active follow-up task across all team members — who has been assigned what, when it was assigned, and whether it has been completed. It’s the oversight screen for whoever manages the follow-up process.
Go to Church Admin → Follow Up → Current follow up tasks. You need the Funnels permission level to access this screen. See Permissions and roles.
What the list shows
All tasks across all funnels are listed in a table ordered by the date they were assigned, most recent first. Each row shows:
- Follow up funnel — the action step from the funnel, for example Welcome visit or Invite to Alpha
- Person — the person being followed up
- Assigned to — the team member responsible for completing this step
- Assigned date — when the task was assigned
- Completed — the date the task was marked complete, or a Mark as completed link if it is still outstanding
Marking a task complete
An admin can mark any task as complete directly from this screen using the Mark as completed link in the Completed column. This is useful when a team member has done the follow-up but hasn’t marked it complete themselves — for example if they completed it in person and forgot to update the system. Once marked complete the date is recorded and the link is replaced with the completion date.
Editing and deleting tasks
Edit and Delete buttons appear on each row. Use Edit to update the assignment — for example reassigning a task to a different team member if the original assignee is unavailable. Use Delete to remove a task entirely if it is no longer relevant — for example if the person has left the area before the follow-up could happen.
How this differs from other task views
- Current follow up tasks — this screen; shows all tasks across all team members, for admins managing the process
- My follow up tasks — shows only the tasks assigned to the currently logged-in user; the personal view for individual team members
- Unassigned follow up tasks — shows tasks that exist in the system but have not yet been assigned to anyone and need attention
Related tutorials
- Follow up funnels overview
- My follow up tasks
- Unassigned follow up tasks
- Recent people activity
- Permissions and roles