Follow-Up Tasks Dashboard & List

Starter+

Follow-Up Management shows every follow-up task your team has created, with quick views for what's pending, what's overdue, and what's due today.

Task list views

• Pending/In Progress — tasks not yet completed
• Overdue — tasks past their due date and not yet completed
• Due Today — pending or in-progress tasks due today

Filtering

Filter by status (pending, in progress) directly from the filter menu, or search/sort the list.

Task priority

Every task has a priority — Low, Medium, High, Urgent, or Critical — shown as a colored chip, from grey (Low) through to dark red (Critical).

Quick actions

Tasks that are still pending show quick action buttons directly in the list, without opening the task:

• Completing a Follow-Up Task
• Converting a Follow-Up to an Appointment
• Escalate — raise the task's priority with a reason, without leaving the list

Creating a task

See Create a Follow-Up Task.