Follow-Up Tasks

Follow-up tasks help team members keep developing personal relationships with supporters. Add a task from the dashboard or the app and assign it to a team member with a due date. At 8 AM in their own time zone, team members get a round-up email of the tasks due that day. The app and the dashboard show tasks for today, alongside tabs for future tasks and completed tasks.

Tasks can also come from the 'Add follow-up task' step in Automations or from the API (Professional and Enterprise plans).

How to Add Follow-Up Tasks

Assigning from dashboard

1. Open the person's profile from People.
2. In the Follow-Up Tasks box, click the '+' button ('Create new task').
3. Assign the task to yourself or another team member, set the due date, and add notes. You can also add tags and an app push notification reminder.
4. Click Create.

Assigning from the Solidarity app

In the app, you can only create tasks assigned to yourself. Without 'View, Text, and Call All People', you need a link to the person, such as an active agent assignment, a scheduled call, or an open task with them. Tap Add Follow-Up Task on the person's profile or on the call screen. Enter the Call Time, the Reminder, and the Notes, then tap Save.

Tracking Tasks

The "Tasks I've assigned" button on 'My Tasks' shows the tasks you assigned to other team members, grouped by assignee.

The 'Follow-up task calendar' button on Reporting > Team Activity opens the 'Follow-up Tasks' page, with a 'Calendar' or a 'List' layout. It needs the 'View Team Activity' permission.

The 'Team Member' box in the right panel of a person's profile shows whether they are a team member and at what role. Its 'See Follow-Up Tasks' link shows the upcoming, completed, and overdue tasks of that team member.