Teamwork

Add a follow up

60 views November 23, 2016 November 28, 2016 InStream 0

In InStream you can add follow up in order to be reminded of your upcoming tasks.

Step 1: Open The Stream View

Click on the right relations list and choose the contact to which you want to add the follow-up.

follow-up

The Stream View

Step 2: Click on the “Follow-up” button above the timeline

Click on the “Follow-up” button above the timeline. Next, choose a¬†person to who you want to assign the follow-up. Then set up other parameters.

follow-up-1

Setup relevant parameters

Step 3: See your follow-ups on the dashboard and on your calendar.

follow-up-dashboard

Follow-ups on dashboard

On the dashboard, you can see your followups in the chronologic order. Once you have taken care of your task click on the tick icon to close it.

Notice: On the¬†dashboard, you won’t see follow-ups which need to be handled in more than 24 h.

calendar

Calendar

You can synchronize your calendar with Google Calendar to have all your tasks in one place.

Learn more how to add events and comments to your timeline.

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