Tasks
Path: Callproof Support > Website > Maps > Tasks
Tasks
What is Tasks?
Tasks (also called Follow-ups) are reminders to contact or follow up with an account. Use them to plan calls, visits, and next steps.
From the Tasks and Follow-ups screen, you can view pending and completed work, filter by type or date, mark items complete, edit details, add tasks to a route, and create new tasks.
Tasks can be linked to an account, given a type and priority, scheduled for a date/time, assigned to a rep, and synced to the calendar when calendar sync is set up.
Bottom tab bar → Tasks Opens Tasks and Follow-ups.
Other entry points:
- Mobile Home → Recommended Follow-ups (when enabled) → open/manage in Tasks
- Accounts → Add Task / follow-up for an account
- Places / route tools → Add Task when available
- Appointment / event flows → schedule a follow-up when offered
Using Tasks
- Open the Tasks tab.
- Switch between Not Completed and Completed.
- Open Filters to narrow by task type, priority, and start/end date.
- Review each task—account name, type, date/time, notes, and status.
- Mark complete, edit, delete, or Add to Route.
- Use Add to create a new task for an account.
- Tap a task/account to open account options when available.
Features include
- View Pending and Completed – See open tasks under Not Completed and finished ones under Completed.
- View task details – Account, follow-up date/time, type, priority, notes, and status.
- Task Filters – Filter by task type, priority, and date range (filters can be saved).
- Add a new task/follow-up – Create a task with date, time, duration, type, priority, assignee, notes, and more.
- Edit a task – Change details and save.
- Mark complete/incomplete – Check off a task or mark it incomplete again.
- Add to Route – Add the linked account to your current route.
- Delete a task – Remove a task you no longer need.
- Calendar sync – Send tasks/follow-ups to Google / Microsoft / Apple calendar when enabled.
- Recommended Follow-ups – Home suggestions based on recent activity.
- Account actions from a task – Open the related account for call, appointment, forms, notes, and more.
