How-to

Work a follow-up

After this you can clear your list, and leave a record of what you did.

1:45Start hereChanges demo data

The steps

  1. Open Follow-ups, then the My Tasks tab. Overdue cards come first.
  2. Choose a card.
  3. Add a note about what happened, then choose Add note.
  4. Choose the button that starts Done: to move the card to its next step.
  5. Not yet? Pick a date and choose Snooze. It comes back by itself.
  6. On the last step, choose Complete.
Be carefulThe card doesn't fully update on screen after you act: the history, the step line and the assignee stay as they were. Close it and open it again to see the current state.

Your screen may look different: names and numbers change, and Home changes through the week.