http://docs.callproof.com/index.php?action=history&feed=atom&title=Tasks_%2F_Follow-ups
Tasks / Follow-ups - Revision history
2026-07-24T03:38:35Z
Revision history for this page on the wiki
MediaWiki 1.31.0
http://docs.callproof.com/index.php?title=Tasks_/_Follow-ups&diff=2097&oldid=prev
Ashley DeBon: /* Tasks / Follow-ups */
2026-07-17T07:44:29Z
<p><span dir="auto"><span class="autocomment">Tasks / Follow-ups</span></span></p>
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td>
<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 07:44, 17 July 2026</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>=== What are Tasks / Follow-ups (from Accounts)? ===</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>=== What are Tasks / Follow-ups (from Accounts)? ===</div></td></tr>
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Ashley DeBon
http://docs.callproof.com/index.php?title=Tasks_/_Follow-ups&diff=1501&oldid=prev
Ashley DeBon: Created page with "== Tasks / Follow-ups == === What are Tasks / Follow-ups (from Accounts)? === From an account, you can create or edit a task/follow-up reminder linked to that company. ===..."
2026-07-15T09:14:55Z
<p>Created page with "== Tasks / Follow-ups == === What are Tasks / Follow-ups (from Accounts)? === From an account, you can create or edit a task/follow-up reminder linked to that company. ===..."</p>
<p><b>New page</b></p><div>== Tasks / Follow-ups ==<br />
<br />
=== What are Tasks / Follow-ups (from Accounts)? ===<br />
<br />
From an account, you can create or edit a task/follow-up reminder linked to that company.<br />
<br />
=== How to navigate ===<br />
<br />
'''[[Accounts]]''' → '''[[More menu]]''' → Add Task / Follow-up <br />
Full list also on '''[[Tasks]]'''<br />
<br />
=== Using Tasks / Follow-ups ===<br />
<br />
# Open More on an account.<br />
# Choose Add Task / Follow-up.<br />
# Set date, time, duration, type, priority, notes, and assignee when available.<br />
# Save the task.<br />
# Manage completion later from '''[[Tasks]]'''.<br />
<br />
=== Features include ===<br />
<br />
* '''Create follow-up''' – Schedule next contact for the account.<br />
* '''Edit follow-up''' – Update an existing task.<br />
* '''Account linkage''' – Task stays connected to the company.<br />
* '''Calendar sync''' – Can sync when calendar setup is enabled.<br />
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Ashley DeBon