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Activity Page Overview

All updates and upcoming milestones in one place. It's like a dashboard for seeing all interactions with your people and important dates.

Updated over 7 months ago

See Valuable Care Information in One Place

Your Activity Page is made up of updates & milestones. The left hand side is all the updates made in the last 30 days. The right hand side is all the upcoming milestones for the next 7 days and the previous day. 

Our biggest frustration with the infamous pastoral care spreadsheet was that it was nearly impossible to clearly see the latest interactions we were having with our people. The updates feed is organized chronologically and shows you and your team's updates.

View all updates and milestones you have access to by clicking the All People filter. 

Use the Powerful Search Bar

If you have a memory like ours then this search bar will be a lifesaver. You remember having a conversation about someone having knee surgery but you can't remember who –simply type in Knee and all relevant updates will be shown to you.

Search all updates instantly! Start typing in a word and all updates that match will show up. Most recent updates show at the top. 

View Updates Based on Group

Clicking on different group names filters updates and milestones based on the selected group. The screenshot below shows all the filtered updates and milestones of the people within the Hospital Visits group because Hospital Visits is selected. 

Filter Update Types

Selecting different update types and milestone types filters information as well. 

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