How to manage tasks and follow ups

Before you start

• Know the task owner and due date.
• Link the task to a participant where possible.
• Use clear wording so the next action is obvious.

Step 1

Create a task

Open Tasks or the participant Tasks tab, then create a new task with title, owner, due date, priority and description.

Step 2

Link the task to context

Attach the task to a participant, plan review, document, billing issue or compliance item where possible.

Step 3

Use priority and due dates

Set priority for urgent work and choose a realistic due date. Avoid vague tasks without a next action.

Step 4

Update status as work progresses

Mark tasks complete when finished, or update owner, due date and notes if the task changes.

Step 5

Review overdue tasks

Use dashboard and task filters to review overdue, due soon and assigned to me tasks regularly.

What you should have now

Follow ups are owned, dated and visible instead of staying in notes or memory.