Track a discipleship journey
Publish a pathway, enroll an existing person and reopen their saved progress.
Discipleship is available to authorized staff when selected for their church. Participants come from shared People records. Mentor assignments do not grant access; follow-up tasks stay in the staff workspace and send no message or reminder.
1. Open your campus workspace
Sign in, choose your church and open Discipleship. Choose a specific campus in Campus view. An administrator selects Discipleship in Explore apps within your plan and provides the necessary Discipleship and People campus access. Check existing pathways and participant journeys before creating another record.
2. Publish a pathway
In Pathways, select New pathway. Enter Pathway title and Pathway description, then add the ordered milestones with Add milestone. Select Create draft pathway. Review the saved draft; use Edit draft pathway and Save draft pathway for changes. Select Publish pathway when the titles, descriptions and order are ready. Publishing freezes that pathway content for enrollment.
3. Enroll an existing person
Select Enroll participant. Choose the existing person and a published pathway. Choose an eligible mentor or Continue without a mentor, review the choices and select Confirm enrollment. Open the saved journey to check its participant and copied pathway milestones. A person can have only one journey for the same pathway, including stopped journeys.
4. Save progress and follow-up
Open the journey and select Record completion beside a milestone, then Confirm completion. Correct completion marks it incomplete again: enter Reason for correction and select Save correction. For the next staff action, select Schedule follow-up, choose an eligible owner, enter Follow-up title and Follow-up due date, then save with Schedule follow-up. Use Resolve follow-up and record the outcome when the work is done. Once every milestone is complete and no follow-up remains open, select Complete journey. Open the saved journey again to confirm its status and progress.
5. Review saved history and downloads
Open Discipleship history to review recorded actions. From Participant journeys, choose the campus and status you need. In Discipleship CSV content, choose Journey summary or Milestone progress, then Download CSV batch. Continue with Download next CSV batch until the export is complete, even if a batch has no rows. Exports start from the beginning of the chosen scope, independently of the displayed list page. They omit notes, descriptions and history; share working copies only with authorized staff.
If another editor changed the record, select Refresh Discipleship and review its current saved state before editing again. If a record becomes unavailable, ask your administrator to check current campus and People access.
Earlier development walkthrough
The existing video below is an earlier development demonstration. Follow the written steps above for the currently available staff workflow.