How to Use Follow-Up Tasks to Track Action Items

Follow-Up tasks in Argenta help you track action items and reminders on constituent records. Set due dates and get notified when follow-up is needed.

What Are Follow-Up Tasks?

Follow-Up tasks are reminders attached to records that help you remember to:

• Call a donor after a major gift
• Send requested information
• Check in with a volunteer
• Complete a pending action

Adding a Follow-Up Task

1. Open any constituent record (Donor, Volunteer, Member, etc.)
2. Look for the Follow-Up tab in the navigation
3. Click Add New
4. Enter a description of what needs to be done
5. Set a Due Date
6. Assign a team member (optional)
7. Set the priority level
8. Save the follow-up

Viewing Your Follow-Up Tasks

1. Go to Workflow & Productivity > Follow-Up
2. View all pending follow-up tasks
3. Filter by due date, assigned user, or record type
4. Click on a task to open the related record

Dashboard Follow-Up Widget

If available on your dashboard:

• See upcoming follow-up tasks at a glance
• Quickly access records needing attention
• View overdue tasks highlighted

Completing a Follow-Up

1. Open the follow-up task
2. Mark it as Complete
3. Add any notes about what was done
4. The task moves to completed status

Follow-Up vs Tasks

Best Practices

• Create follow-ups immediately when action is needed
• Set realistic due dates
• Review your follow-up list daily
• Add notes when completing to document what was done
• Reassign if you cannot complete