Move Individuals to Another Step

You can move a pathway participant to another step even before they've completed the step they're on.

  • You'll need the Manage Pathways permission.
  1. In the top-left corner, click your ministry hub then Realm. Then click Pathways > Current.
  2. Click the name of the pathway.
  3. Click the Steps tab.
  4. Click a step.
  5. Select the check box next to the individual(s) you want to move; they must all be moving to the same step.
  6. From the Select an action drop-down list, select Move to a Different Step.
  7. Select a step and click OK. The previous step(s) will automatically be marked as completed for these individuals.

    Email notifications

    A Pathway Leader must be assigned to a pathway participant to receive daily or weekly digest emails of the participant's progress. By default no one is assigned when a participant is added to a step.