Work your open family follow-ups
Available on Run and Grow
See every open family task in one list, filter by type or by what's yours, and mark each one done while logging the contact.
Every open family follow-up at your school is in one list. Sunny adds tasks when it notices something worth a touch, and you add your own. Directors and admins can work the list.
Where it is. On the web, open All tasks at /family/tasks. In the app, open the Grow tab, then Operations, then All tasks. If your school has the newer navigation, that tab is called Families.
Task types
| Type | What it is |
|---|---|
| Outreach | A family worth reaching out to |
| Appreciation | A moment to acknowledge |
| Winback | A lead or family drifting away |
| At risk | A family showing signs of leaving |
| In-person moment | Something to do face to face, like a pickup hello |
| Task | A to-do you added yourself |
When Clear Day raises a task, the row says why: a birthday this week, an anniversary, attendance dropping, an incident that needs follow-up. A sparkle icon marks these. Manual tasks show a checkbox.
Filter
The first row filters by type: All, Outreach, Appreciation, Winback, At risk, In-person moment or Task. The second row is a toggle that reads Everyone's by default. Tap it for Mine only.
The list puts tasks that came with a reason first, then sorts by due date, soonest first.
Mark a task done
In the app, tap a task to open the touch log for that family. The header reads Mark done + log touch. Log how you reached the family and save. The task leaves the open list and the touch lands in the family's history.
On the web, each row has Mark complete, and Complete with message… opens a draft message seeded by Sunny that you can edit before you finish. Nothing is sent until you choose to send it.
Add a task by hand
Start from the family so the task stays with the right household. Open the family record and choose Add task. See Family records.
Next
Sunny only surfaces tasks. A person works each one. To see what it reads, see What the AI can see. An empty list means you're caught up.
Related articles
- Family records: notes, tasks and assignments
Capture notes, follow-up tasks and staff assignments on a family, log your contacts, and send a parent a secure portal link.
- Schedule tours and send follow-ups
Book a family's tour, write down what mattered, and send a warm follow-up a couple of days later.
- What Sunny can and cannot see
The records Sunny reads, the boundaries it cannot cross, and where the honest limits are.
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