Knowledge Base

Steps:

1. Go to the Dashboard > My Action Items > Active tab.
2. Identify items:
   
   • Not Started – marked purple, no touchpoint logged.
   • In Progress – marked yellow, touchpoints created.
3. Click the congregant’s name to:
   
   • Text, email, or call
   • Log notes from meetings
4. Saved actions appear in the Activity Feed (right side).
5. You can also open the congregant’s profile to log touchpoints.