How To: Set and Complete Follow Up Tasks

This help document outlines the steps to create and complete follow-up tasks in GroupTrack CRM, whether from the web app or directly from Facebook or Instagram. Follow-up tasks help ensure that important actions are taken promptly.

Table of Contents

1. Definitions
2. Steps
   • Creating a Follow-Up Task from the Web App
   • Creating a Follow-Up Task from Facebook
   • Setting Task Details
3. Why This Process is Important
4. Additional Resources

Definitions

• Follow-Up Task: A reminder set within GroupTrack CRM to prompt specific actions at a scheduled time.
• Web App: The browser-based version of GroupTrack CRM, accessible at app.grouptrackcrm.com.
• Task Reminder: The alert or notification method selected to remind you about the task.

Steps

Creating a Follow-Up Task from the Web App

1. Open the Web App
   • In the GroupTrack web app, navigate to the Tasks section under Your Tools

1. View Your List of Tasks
   • The page will default to your list of tasks. If tasks are green, they are due in the future. If tasks are red, they are overdue. You can click to view your tasks by list, month, week, or day.

View Tasks by Contact

1. Click on the task name to pop open the contact profile and view the task for that contact.

You can also view tasks from a contact's profile by opening that profile and clicking Tasks

Create a Task

1. Click Add New to create a new task
   1. Select the contact you want to add this task to

1. Select “What to Do”
   • Type the specific action or task you want to be reminded of.
2. Select “When to Do It”
   • Set the date and time when you want to be reminded to complete the task.
   • If the task is repetitive, you can select to make it a repeating task

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3. Select “How You’d Like to Be Reminded”
   • Choose the notification method (Email, SMS, or In-App) for your follow-up task reminder.

Why This Process is Important

Setting and completing follow-up tasks is vital for:

• Task Management: Ensuring that important actions are not overlooked and are completed on time.
• Efficiency: Streamlining your workflow by setting clear reminders for key tasks.
• Consistency: Maintaining consistent follow-up with contacts, leading to better relationship management and outcomes.