Create a Followup Task

Create Follow-up tasks -meticulous guide

This comprehensive guide explains the Follow-Up Tasks feature in Thriwin CRM, detailing how users can schedule additional tasks after completing an initial activity.

Initiating Follow-Up Tasks

  • Description:
    • Follow-up tasks can be scheduled for tasks not previously scheduled for later
    • Accessible through the original activity form
  • Screenshot: (Screenshot 1: Original activity form with '+Add follow-up task' button)

Note: Click on Add Follow Up Task

  • Key Points:
    • Only applicable for immediate (Schedule Now) tasks
    • Provides flexibility in task management

Selecting Follow-Up Task Type

  • Description:
    • Click on '+Add follow-up task' button
    • Pop-up window opens with task options
  • Screenshot: (Screenshot 2: Follow-up task type selection pop-up)
  • Example Scenario:
    • After a Field Visit, user can schedule a follow-up Call
    • Multiple task types available for selection
  • Screenshot: (Screenshot 3: Selecting Call as follow-up task)

Configuring Follow-Up Task

  • Description:
    • Fill in details for the selected follow-up task
    • Customize task specifics
  • Screenshot: (Screenshot 4: Follow-up Call task configuration form)
  • Key Features:
    • Inherit relevant information from original task
    • Flexible task customization
  • Screenshot: (Screenshot 5: Completed follow-up task form)

Appending Follow-Up Task

  • Description:
    • Submit follow-up task
    • Task added to the original activity form
  • Key Points:
    • Follow-up task becomes part of the original activity
    • Visible within the same form
  • Screenshot: (Screenshot 6: Main form showing original and follow-up tasks)

Scheduling Tasks

  • Description
    • Submit the original activity form
    • Both original and follow-up tasks scheduled in timeline.
  • Key Features:
    • Seamless task scheduling
    • Comprehensive task tracking

Common Issues and Troubleshooting

  • Issue 1: Unable to add follow-up tasks
    • Solution: Ensure original task is set to 'Schedule Now'
  • Issue 2: Follow-up task not visible
    • Solution: Verify task was properly submitted

FAQs

  • Question 1: Can I add multiple follow-up tasks?
    • Answer: Typically, one follow-up task can be added per original activity
  • Question 2: What task types can be used as follow-ups?
    • Answer: Available types include Calls, Field Visits, Meetings, and Emails

Important Considerations

  • Follow-up tasks enhance task management capabilities
  • Provides seamless workflow continuation
  • Ensures comprehensive activity tracking

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