To create a follow up task :
Click on Tasks.
Select Task from the top-left or click a date in the calendar.
Click Create.
Fill in the details:
Select the person
Enter the task title
Under Task Type, choose Follow-Up
Select date & time
Click Save — the task will be created.
For any questions, you can reach out to us at [email protected] or call our support toll-free number +1 844 644 0023.