Tasks / Follow-ups widget

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Tasks / Follow-ups widget

Callproof Mobile App Followupswidgetpage

What is the Tasks / Follow-ups widget?

The Tasks / Follow-ups widget on Home shows pending tasks and follow-ups so you can act on today’s work without leaving the dashboard.

How to navigate

Mobile Home → scroll to Tasks / Follow-ups Full task management: bottom tab Tasks Show/hide widget: Settings → Home Screen Widgets

Using Tasks / Follow-ups widget

  1. On Home, find the Tasks / Follow-ups widget (when enabled).
  2. Review pending tasks and follow-up items.
  3. Tap a task to open details or take action.
  4. Mark complete or manage the task from the full Tasks screen when needed.
  5. Enable/disable this widget in Home Screen Widgets settings.

Features include

  • Pending tasks list – Follow-ups that still need attention.
  • Quick open – Jump into a task/account action from Home.
  • Completion actions – Mark or manage status when available.
  • Link to Tasks tab – Full pending/completed management on Tasks.
  • Widget toggle – Turn on/off from Home Screen Widgets.
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