Manage follow-up tasks

Who it’s for: Everyone with task access
Where: Sidebar → Tasks
Before you start: Permission to read tasks; updates also require task write access.

Steps

1. Open Tasks. Leave Mine only checked for your own work, or clear it to broaden the list.
2. Enter a task in New task…, add a due date and time if needed, and choose Add.
3. Follow a linked record beside a task to review its context.
4. Complete the work, then check the task’s checkbox.
5. Turn on Show done to find completed tasks. Clear a completed task’s checkbox to reopen it when needed.

You’ll know it worked when…

The task appears with its due date and changes between open and done as expected.

Notes & limits

• Automated follow-up tasks can include a linked record and plan name.
• A direct task link can widen the list to include other owners and completed work, then highlight the requested task.
• Today also shows due tasks.