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
Need More Help?
- Contact Support: Reach out to Thriwin CRM support team for detailed assistance with Follow-Up Tasks functionality.