Events and Follow-ups
Manage follow-ups after events and visits
Keep post-event and pastoral next steps visible so nothing important disappears after the moment passes.
Updated April 19, 2026
Step by step
1
Create the follow-up item
Log the needed action with enough context for the responsible person to act without chasing extra information.
2
Assign ownership clearly
Make one person responsible for the next step so the task does not become shared in theory but owned by nobody.
3
Update the status as action happens
Mark progress and completion so pastors and administrators can see what still needs attention.
Tips and best practices
- A visible status is more useful than a vague reminder.
- Review open follow-ups weekly so old tasks do not pile up quietly.