Tasks

Path: Callproof Support > Website > Maps > Tasks

Callproof Mobile App Tasks Page

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.

How to navigate

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

1. Open the Tasks tab.
2. Switch between Not Completed and Completed.
3. Open Filters to narrow by task type, priority, and start/end date.
4. Review each task—account name, type, date/time, notes, and status.
5. Mark complete, edit, delete, or Add to Route.
6. Use Add to create a new task for an account.
7. 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.

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