Summary: This guide explains how to use Follow Ups to assign tasks to staff or volunteers related to specific people in your database. Following these steps will help you track pastoral care, ensure new visitors are contacted, and provide accountability for ministry tasks.
Before You Begin
Permissions: A user must have a Role with the "Follow Ups" permission enabled to appear in the "Assigned To" list.
No Login Required for Completion: When a user receives a Follow Up notification via email, they can mark it as complete via a https://www.google.com/search?q=link in the email without needing to log in to Tithely.
Purpose: Follow Ups are ideal for workflows like connecting a new visitor to a small group leader or assigning a youth pastor to contact a student.
Step-by-Step Instructions
Part 1: Creating Follow Up Options
Before assigning tasks, define your standard Follow Up types.
Navigate to More > Follow Ups > Options.
Click the Add New Option button in the upper right.
Enter the information into the Field Names:
Name: The title of the task (e.g., "New Attendee," "Baptism Info").
Description: Instructions for the assignee (e.g., "Send a welcome card").
Assigned to: The default user who should receive this task. (Must have "Follow Ups" role permission).
Time to Complete: The default number of days before the task is due.
Click Create to save the option.
Part 2: Assigning a Follow Up
There are four ways to assign a Follow Up:
From the Dashboard (Single or Multiple People):
Navigate to Follow Ups.
Click Assign Follow Up in the upper right.
Type the name of the person (or Tag) in the search box. To add multiple people, click Add Another Person and repeat.
Select the Follow Up Option you wish to assign.
Click Assign.
From a Person's Profile:
Navigate to the person's profile and click the Follow Ups tab.
Click Assign Follow Up.
Select the option and click Assign.
When Adding a New Person:
During the "Add Person" process, click Assign Follow Ups on the right side before saving the profile.
Select the desired options and then click Add Person.
To a Tag:
Navigate to Follow Ups > Assign Follow Up.
Type the name of the Tag.
Select the assignment and click Assign.
Part 3: Managing and Completing Follow Ups
Mark a Follow Up as Complete.
Via Email: Click the Complete button in the email notification. You can add a note, and no login is required.
Via Dashboard: Navigate to Follow Ups > Assigned To Me and click the checkbox next to the task.
Note: There is no way to mark Follow Ups as complete in bulk.
Edit or Reassign a Follow Up.
Search for the Follow Up in the dashboard.
Click the Edit Icon (pencil) to the right.
Change the due date, assignee, or notes, and click Update.
Delete a Follow Up.
Click the Delete Icon (trash can) to the right of the task and confirm by clicking OK.
Part 4: Advanced Actions and Settings
Perform Bulk Actions.
Navigate to Follow Ups > All Assignments.
Filter your list (e.g., by Incomplete/Complete).
Click the dropdown arrow next to the Download as Excel button.
Select Show Actions.
Choose an action such as Email, Text, Assign to Tags, or Update Archive.
Adjust Notification Settings.
Navigate to Follow Ups and click the Bell Icon in the upper right.
Select or Deselect options for "New Assignment" emails or "Weekly Summary" emails.
Click Save.
Troubleshooting & FAQs
Can I mark multiple Follow Ups as complete at once? No. Follow Ups must be completed individually to ensure accountability. However, you can assign them in bulk.
Why can't I find a specific user in the "Assigned To" list? The user likely does not have the "Follow Ups" permission enabled in their User Role. An Admin must update their role to include this permission.
What happens when I assign a Follow Up to a Tag? The system will create an individual Follow Up task for every single person within that Tag.