Task Follow-up
When finishing one task would like an optional prompt to create the next task to ensure they are following up.

-
Tara Donahue-Scott commented
This will be huge to easily keeping in touch with the database
-
LABS Team commented
When I am in Tasks and completing a task, I would like the choice to schedule a new task for that contact when I save the task. That way I won't have to then navigate over to the contact in order to schedule the next task (too easy to get distracted and forget). Also, when I am in the Contact record and either recording an activity or finishing a task in the contact's Timeline, I would like the choice for a task window to pop up when I save the activity, so I can schedule my next task right then.
-
LABS Team commented
When in the task section of Command, would be awesome if we could have a "follow up" button that allows you to create a follow up task immediately. As of right now if you mark a task as complete it DISAPPEARS and then it's a huge hassle to try and find that person in Command to set a new call task to remind them.
Right now you can reschedule or mark complete. We need a mark complete, then a box populate asking if you'd like to make a follow up task, then it can disappear.
Thanks!
-
LABS Team commented
I find when i book a task for a client and then complete it by clicking on the 'i've done it' checkmark, it erases the person from my task list. I then have to search the person to input a follow up appointment. i.e. i've called them and now i want to book another all or an in person meeting. Am I missing something or can the program automatically pop up a window that encourages me to book another follow up.
-
LABS Team commented
Give the ability to make a task populate based on the completion of another task. For example - When the task "Make Listing Live on MLS" is completed, all of the listing marketing tasks would populate.