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Follow-up tasks
Create contact follow-up tasks with a due date and assignee. See overdue, due-today, and upcoming work; complete, snooze, or reopen tasks.
No credit card needed. Included in every plan.
How it works
- 1Choose a contact or open Set follow-up on an enquiry.
- 2Enter the task, due date and time, and optional team assignee.
- 3Call or review messages, then mark done or snooze the task.
Why it helps
- Group tasks by due time in your business time zone.
- Assign outreach to a member of your current team.
- Keep completed tasks available to reopen.
Common questions
Do follow-up tasks send automatic SMS?
No. These are internal tasks your team creates and handles manually. Scheduled appointment SMS reminders are a separate feature.
Are tasks automatically created after no-shows?
No. Your team creates a task when needed. Appointment reschedule requests and missing outcomes appear separately under appointment follow-ups and outcomes.
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