How Can I Create a Followup Task?

While inside any task or customer workflow, click the blue “+ Task” button.

This opens the task creation panel.

Choose the Task Type that best matches what needs to be completed
(e.g., Customer Follow-Up, Internal Note, Appointment Reminder, etc.).

Select when the task should show up in the team’s Task Queue, such as:

This determines when the team will see the task.

If the task needs to be assigned to someone specific:

Choose the staff member from the Task Owner dropdown.
If unassigned, the task will appear in the general team queue.

You may also set or adjust the Task Status (e.g., Pending, In Progress, Deferred).

Once all details are entered, confirm and save.

The task will now appear in the task queue at the time you designated.

Ensure important items are revisited at the right time. Set a follow-up date so the task reappears when it’s needed.