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How to create Follow-up tasks
How to create Follow-up tasks
Gauthier Depierre avatar
Written by Gauthier Depierre
Updated over a week ago

To create a Follow-up Task, click on the three dots at the top of the Task card, then simply select the “Create a Follow-up Task” button.

This opens a window, from where you can edit the details of your Follow-up Task.

Here, you can choose:

  • the assignee for this Follow-up Task

  • to add or remove Subjects on which the Task is shared

  • to edit the Task label

  • to add a description

  • to add a due date

  • to add or remove subscribers

To finish the Task creation, click the “Create Task” button.

The new Task will open instantly if you want to add any further information, such as attachments or comments.

You will notice a slight difference with the new Follow-up Task you just created.

There is now a direct link to the Task from which it was created, so you can jump right back to this first Task quickly if you need to refer back to previous information. This eases the back-and-forth between Tasks, saving you both time and effort.

The link does not work:

If the link to get back to the original task (which the Follow-up task was created from) does not work anymore, and shows this message when hovering "This task is not currently shared with you", it can be two things:

  • The task is no longer shared with you, meaning that you are not a follower, nor is it shared on any subjects you belong to

  • The task has been deleted

The best way to have access to the original task is to ask the person responsible to that task to give you access.

Delegating Follow-up tasks to Guests:

You cannot delegate a Follow-up task to a guest directly upon creation, because guests do not appear as potential assignees.
In order to delegate, you need to first create the Follow-up task, and then share it on the appropriate subject to be able to select the guest you want to delegate it to.

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