Difference between revisions of "Web Followups"

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Path: [[Callproof Support]] - [[Website]] - [[Navigation Bar]] - [[Dashboard]] - [[Web Followups|Followups]]
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Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] - [[Web Followups|Followups]]
  
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== Tasks (Followups) ==
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Tasks (also called '''Followups''') help you schedule, assign, and track follow-up activities for accounts, including calls, visits, emails, and other actions. The Tasks page allows you to create, edit, complete, delete, search, and export follow-up tasks so important work is not missed.
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[[File:FollowupsIndex.png|250px|thumb|right|Index of Followups in Callproof.]]
  
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[[File:web_followups.jpg|200px|thumb|right|Index of Followups in Callproof.]]
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'''Navigation:''' '''Dashboard''' → '''Followups (Tasks)'''
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== What are Followups? ==
 
  
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This is an index of Followups scheduled within Callproof. Search, view, edit, and delete from the Followups screen.
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'''Note:''' The page title is '''Tasks'''. In some companies, this menu appears as '''Dashboard & Reports''' → '''Followups'''.
  
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# Log in to your CallProof account.
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# From the main navigation bar, hover over '''Dashboard'''.
 +
# Select '''Followups''' or '''Tasks''', depending on your company configuration.
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# The '''Tasks''' page opens and displays the existing task list.
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# From this page you can search, add, edit, complete, delete, and export tasks.
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<div style="clear:both;"></div>
  
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A search area on top allows specific followups to be viewed.  Searches can be run for a sales rep and/or date range.  Sort options are date of followup or duration of followup.
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== Add Task ==
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Create a new follow-up action for an account and assign when it should be done.
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<div style="float:right; margin:0 0 1em 1em;">
  
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Click the company or contact name to update the contact.
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{| style="border:0;"
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| [[File:AddTask.png|250px|thumb|Add Task Click (plus) icon]]
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| [[File:AddTaskView.png|250px|thumb|Add Task]]
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|}
  
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Click on the phone number to update the phone number for this contact.
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</div>
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'''Purpose:''' Create a new follow-up task for an account.
  
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The Comp column indicated whether or not the followup has been checked off as completed.
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=== Method 1 – From the Tasks Page ===
  
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Click the Notepad to edit the Followup or mark it complete.
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# Open '''Dashboard''' → '''Followups'''.
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# Click '''Add Task'''.
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# The '''Add Task''' page opens.
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# Complete the task information.
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# Click '''Save'''.
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# The task is added to the '''Tasks''' list and the account's '''Tasks''' tab.
  
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=== Method 2 – From an Account ===
  
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[[File:edit_followup.jpg|200px|thumb|right|Add new Followup in Callproof.]]
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# Open '''People''' → '''Contacts'''.
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== Create a new Followup ==
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# Open the desired account.
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# Click the '''Tasks''' tab.
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# Click '''Add Task'''.
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# Complete the task information.
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# Click '''Save'''.
  
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Click Add Followup next to the green + to add a followup.
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'''Note:''' You can also create tasks from the '''Contacts''' search results, '''Leads''', or an '''Appointment''' using the '''Add Task''' (plus) icon.
  
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Select the sales rep, contact, date and time of the followup and add any notes. 
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=== Task Fields ===
  
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Only click the '''Completed''' checkbox if the followup has been done.
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{| class="wikitable"
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! Field
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! Description
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|-
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| '''Task Assignment'''
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| Managers can assign the task to one or more users.
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|-
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| '''Company / Contact'''
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| Select the account for the task. This is automatically populated when creating the task from an account.
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|-
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| '''Task Personnel'''
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| Optionally select related contacts when the People feature is enabled.
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|-
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| '''Task Action Step'''
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| Select the type of follow-up, such as Call, Visit, or Email.
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|-
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| '''Task Priority'''
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| Select the task priority.
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|-
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| '''Date and Time'''
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| Specify the due date and time.
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|-
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| '''Duration'''
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| Enter the expected task duration.
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|-
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| '''Recurring'''
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| Configure recurring task settings if required.
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|-
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| '''Notes'''
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| Enter additional instructions or comments.
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|-
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| '''Completed'''
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| Mark the task as completed if applicable.
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|-
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| '''Add To Google Calendar'''
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| Synchronize the task with Google Calendar.
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|-
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| '''Add To Office Calendar'''
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| Synchronize the task with Microsoft Office Calendar.
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|}
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<div style="clear:both;"></div>
  
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Click '''Add To Calendar''' if Google Calendar has been setup in Callproof to send the followup to the rep's calendar.
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== Edit Task ==
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Update task details such as due date, owner, action step, notes, or completion status.
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<div style="float:right; margin:0 0 1em 1em;">
  
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Click Save to save the followup.
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{| style="border:0;"
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| [[File:EditTask.png|250px|thumb|Edit Task Click (pencil) icon]]
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| [[File:EditTaskView.png|250px|thumb|Edit Task]]
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|}
  
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</div>
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# Open '''Dashboard''' → '''Followups'''.
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# Locate the task you want to update.
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# Alternatively, open the related account and select the '''Tasks''' tab.
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# Click the '''Edit''' (pencil) icon.
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# The '''Edit Task''' page opens.
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# Update any required information, including:
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## Assigned User
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## Task Action Step
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## Priority
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## Date and Time
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## Duration
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## Recurring Settings
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## Notes
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## Completed Status
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## Calendar Synchronization
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# Optionally enable '''Add New Task''' after marking the task as completed.
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# Click '''Save'''.
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# The updated task is displayed in the task list.
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<div style="clear:both;"></div>
  
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[[File:edit_followup_screen.jpg|200px|thumb|right|Edit a Followup in Callproof.]]
 
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== Edit a Followup ==
 
  
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Edit a followup to update notes, change time, or mark it completed.
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== Complete Task ==
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Mark a task as completed when the follow-up has been finished.
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[[File:TaskComplete.png|250px|thumb|Complete Task Click (toggle) icon]]
  
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Change the rep, date and time, duration, and notes as needed. 
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=== From the Task List ===
  
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To mark a Followup as Completed, click on the checkbox next to Completed.  This indicates a followup is completed.
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# Open '''Dashboard''' → '''Followups''' or the account's '''Tasks''' tab.
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# Locate an incomplete task.
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# Click the '''Not Completed''' status icon.
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# The task status changes to '''Completed'''.
  
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Click Add to Calendar to send Followup to a Google Calendar assuming it has been setup.
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=== From the Edit Page ===
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# Open the task using the '''Edit''' icon.
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# Select the '''Completed''' checkbox.
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# Optionally enable '''Add New Task''' to schedule another follow-up.
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# Click '''Save'''.
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=== Bulk Complete ===
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# Select one or more tasks using the checkboxes.
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# Choose the '''Complete''' bulk action.
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# Confirm the action.
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# The selected tasks are marked as completed.
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<div style="clear:both;"></div>
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== Delete Task ==
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Remove a task that was created by mistake or is no longer needed.
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[[File:TaskDelete.png|250px|thumb|Delect Task Click (X) icon]]
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# Log in as a manager.
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# Open '''Dashboard''' → '''Followups''' or the account's '''Tasks''' tab.
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# Locate the task you want to delete.
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# Click the '''Delete''' (red X) icon.
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# Confirm the deletion.
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# The task is permanently removed from the task list.
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# If the task was synchronized with Google or Office Calendar, CallProof attempts to remove the associated calendar event.
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<div style="clear:both;"></div>
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== Notes ==
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* Completing a task creates an activity event that may appear in reports.
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* Managers can assign tasks to multiple users when creating a task.
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* Permission to complete another user's task depends on your security role.
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* Only managers can delete tasks.
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* Deleted tasks cannot be restored from the Tasks page.
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* Tasks can optionally be synchronized with Google Calendar or Microsoft Office Calendar.

Latest revision as of 09:21, 15 July 2026

Path: Callproof Support - Website - Dashboard - Followups

Tasks (Followups)

Tasks (also called Followups) help you schedule, assign, and track follow-up activities for accounts, including calls, visits, emails, and other actions. The Tasks page allows you to create, edit, complete, delete, search, and export follow-up tasks so important work is not missed.

Index of Followups in Callproof.

Navigation: Dashboard → Followups (Tasks)

Note: The page title is Tasks. In some companies, this menu appears as Dashboard & Reports → Followups.

  1. Log in to your CallProof account.
  2. From the main navigation bar, hover over Dashboard.
  3. Select Followups or Tasks, depending on your company configuration.
  4. The Tasks page opens and displays the existing task list.
  5. From this page you can search, add, edit, complete, delete, and export tasks.

Add Task

Create a new follow-up action for an account and assign when it should be done.

Add Task Click (plus) icon
Add Task

Purpose: Create a new follow-up task for an account.

Method 1 – From the Tasks Page

  1. Open Dashboard → Followups.
  2. Click Add Task.
  3. The Add Task page opens.
  4. Complete the task information.
  5. Click Save.
  6. The task is added to the Tasks list and the account's Tasks tab.

Method 2 – From an Account

  1. Open People → Contacts.
  2. Open the desired account.
  3. Click the Tasks tab.
  4. Click Add Task.
  5. Complete the task information.
  6. Click Save.

Note: You can also create tasks from the Contacts search results, Leads, or an Appointment using the Add Task (plus) icon.

Task Fields

Field Description
Task Assignment Managers can assign the task to one or more users.
Company / Contact Select the account for the task. This is automatically populated when creating the task from an account.
Task Personnel Optionally select related contacts when the People feature is enabled.
Task Action Step Select the type of follow-up, such as Call, Visit, or Email.
Task Priority Select the task priority.
Date and Time Specify the due date and time.
Duration Enter the expected task duration.
Recurring Configure recurring task settings if required.
Notes Enter additional instructions or comments.
Completed Mark the task as completed if applicable.
Add To Google Calendar Synchronize the task with Google Calendar.
Add To Office Calendar Synchronize the task with Microsoft Office Calendar.

Edit Task

Update task details such as due date, owner, action step, notes, or completion status.

Edit Task Click (pencil) icon
Edit Task
  1. Open Dashboard → Followups.
  2. Locate the task you want to update.
  3. Alternatively, open the related account and select the Tasks tab.
  4. Click the Edit (pencil) icon.
  5. The Edit Task page opens.
  6. Update any required information, including:
    1. Assigned User
    2. Task Action Step
    3. Priority
    4. Date and Time
    5. Duration
    6. Recurring Settings
    7. Notes
    8. Completed Status
    9. Calendar Synchronization
  7. Optionally enable Add New Task after marking the task as completed.
  8. Click Save.
  9. The updated task is displayed in the task list.


Complete Task

Mark a task as completed when the follow-up has been finished.

Complete Task Click (toggle) icon

From the Task List

  1. Open Dashboard → Followups or the account's Tasks tab.
  2. Locate an incomplete task.
  3. Click the Not Completed status icon.
  4. The task status changes to Completed.

From the Edit Page

  1. Open the task using the Edit icon.
  2. Select the Completed checkbox.
  3. Optionally enable Add New Task to schedule another follow-up.
  4. Click Save.

Bulk Complete

  1. Select one or more tasks using the checkboxes.
  2. Choose the Complete bulk action.
  3. Confirm the action.
  4. The selected tasks are marked as completed.

Delete Task

Remove a task that was created by mistake or is no longer needed.

Delect Task Click (X) icon
  1. Log in as a manager.
  2. Open Dashboard → Followups or the account's Tasks tab.
  3. Locate the task you want to delete.
  4. Click the Delete (red X) icon.
  5. Confirm the deletion.
  6. The task is permanently removed from the task list.
  7. If the task was synchronized with Google or Office Calendar, CallProof attempts to remove the associated calendar event.

Notes

  • Completing a task creates an activity event that may appear in reports.
  • Managers can assign tasks to multiple users when creating a task.
  • Permission to complete another user's task depends on your security role.
  • Only managers can delete tasks.
  • Deleted tasks cannot be restored from the Tasks page.
  • Tasks can optionally be synchronized with Google Calendar or Microsoft Office Calendar.
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