Steps Tab

The Steps tab on a Person Profile shows where an individual is on the journeys your organization tracks, baptism, membership, a serving path, and lets staff record progress right from the profile. 

Steps are grouped by program, shown as a row of cards (for example a Discipleship Path of Baptism, Starting Point Class, Serve and Small Group). Each card shows the step's status, campus and date, with a badge for the number of times it has been taken. From a card you can:

  • Add a step - Select the plus (ti ti-circle-plus) on the card to record a new milestone.
  • Edit a step - Select the pencil (ti ti-pencil) on a step record to update it.
  • Remove a step - Select the x (ti ti-x) to delete a step record.

Use the grid and list toggle (ti ti-grid-dots / ti ti-list) to switch how the programs display. For how Steps and Step Programs are configured, see the Steps guide.