Follow Up Progressions
Make work FLOW!
With Follow Up Progressions, you are able to link follow ups together, establishing a shared workflow throughout the office.
No more buried follow ups sitting on the wrong desk.
Follow up progression ensures workflows are completed each and every time.
Do you have member related tasks that are completed in steps? Follow Up Progression allows you to link specified follow ups together, assigning each step to the appropriate staff member.
When one follow up is marked complete another is automatically started, assigning tasks immediately or on a delayed schedule to match your workflow.
The task will run immediately upon a follow up being completed, or on the delayed schedule established.
You have enough to do. Let Automated Tasks help you establish good workflows in your office and simply get the job done.
We hope this feature will help you stay more connected to the people connected to your church.
For a complete overview of the Follow Up Progression Task, check out our help center.
We'd love to show you what we built!