đ§ Step-by-step guide
Create a follow-up task when adding a new contact
When you add a contact, select the option to create a follow-up task
This will set a reminder to reach out to the contact in 5 working days
Create a task from a contact profile
Open the Contact Profile
Click the Tasks tab
Create a new task by setting:
Task name
Due date
Task owner
Create and manage tasks from the main Tasks tab
Go to the Tasks tab on the home page of First Thursday
View all tasks by status: upcoming, overdue, or completed
Add a new task by selecting the contact, entering a description, and setting the due date
Mark tasks as complete once theyâre done
đ Why use tasks
Tasks help you keep track of important follow-ups and ensure you stay in touch with the contacts that matter most.