Your Follow-ups List: A Clear View of Your Action Items
When you open your Follow-ups page, you'll land on your Follow-ups List. This is your command center for all things task-related, designed to provide a clear and actionable overview of your commitments.
Here's what you'll typically see on your Follow-ups List:
Active Follow-ups List: This is the main section, displaying all your current follow-up tasks. For each task, you'll typically see:
Task Name: A brief summary or title of the task, clearly stating what needs to be done.
Due Date: The date by which the task needs to be completed, helping you prioritize and manage deadlines.
Creation Date: The date the task was created
Assignee: The team member who is responsible for completing the task. This ensures accountability and clarifies ownership.
Person: A linked contact
Company: a linked company
Deal: a linked deal
Status: 'unchecked' follow-ups mean 'pending', once the task is done you just check the checkbox
This clear and structured layout makes it easy to quickly scan your dashboard, understand your pending tasks, and prioritize your workflow.
Creating New Follow-ups: Start Tracking Your Tasks
Method 1: Via "+ Add Follow-up" button:
Click on the "+ Add Follow-up" Button
Fill in Task Details: In the form, you'll be prompted to enter the necessary information for your new follow-up task:
Follow-up title: This is what will be shown in your list
Description: Clearly describe the action to be taken.
Due Date: Set the date by which the task needs to be completed, Today is already default
Assignee: Select the team member responsible for the task (default is you).
(Optionally) Connect to Company, Person, or Deal: You can link the follow-up to a specific company, contact, or deal record for better organization and context.
Click "Create Follow-up".
Method 2: Via adding a new line on the current list
Click on "Click here to add a follow-up" line below your follow-up list.
Description: Clearly describe the action to be taken.
Due Date: Set the date by which the task needs to be completed, Today is already default
Assignee: Select the team member responsible for the task (default is you).
(Optionally) Connect to Company, Person, or Deal: You can link the follow-up to a specific company, contact, or deal record for better organization and context.
Click on "Save" button.
Method 3: Through the People, Company, Deal overviews
Access any of the overviews above.
On the right panel, click on the "Follow-ups" tabs
Proceed to create, update any follow-up related to that overview page.
Grouping Your Tasks:
As you start using Follow-ups actively, you might accumulate a list of tasks. To help you stay organized and focused, the Follow-ups can be organized by groups.
Group Options:
You can choose to group by Due Date, Person, Deal, Company.
Once you choose the list will be split in different groups.
You can save this grouping by clicking on the "Save" button.
Show Completed Tasks:
Working with Follow-ups: Managing Tasks to Completion
Once you have follow-up tasks created, you'll need to manage them through their lifecycle, from pending to completed. The Follow-ups feature provides intuitive ways to interact with your tasks.
Completing Tasks:
Marking a task as complete is as simple as checking the checkbox of that task in the list, once a task is checked, it won't be available in the list next time you access the page.
To have it on the list you need to toggle the option "Show Completed" on the top of the list.
Editing Follow-ups:
Life happens, and task requirements or deadlines might change. Editing follow-ups is straightforward, just click on the item in the list and edit the fields in the open form:
Follow-up title: This is what will be shown in your list
Description: Clearly describe the action to be taken.
Due Date: Set the date by which the task needs to be completed, Today is already default
Assignee: Select the team member responsible for the task (default is you).
(Optionally) Connect to Company, Person, or Deal: You can link the follow-up to a specific company, contact, or deal record for better organization and context.