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To create a follow-up task, choose Add task in a contact’s profile header. The task is linked to the contact automatically, and you set the date, time, and details.

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What this gets you

  • Follow-ups don’t slip, because each task is linked to its contact.
  • Tasks appear when you open the contact, so context is always in front of you.

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Steps

  1. Open the contact’s profile and choose Add task in the header. Or use Quick add > Task anywhere.
  2. Set the date, time, and details.
  3. Set the priority and assignee, and add the task to a queue if you use queues.
  4. Save. The task appears in Tasks and, when you next open the contact, on their profile.

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Ideas to get more from it

  • Create a task straight after a call, while the details are fresh.
  • Assign tasks to teammates and add them to a shared queue.