Recurring Tasks

The best way to set up recurring tasks in Follow Up Boss is by using our Action Plans: Navigate to Admin > Action Plans, and then select 'Create Your Own' near the top right-hand corner of the page. The example above demonstrates setting a weekly recurring task to be applied to any contact, however, you can set any frequency that makes sense for ...

Working with Tasks

Use tasks to remind yourself to take specific actions with a contact. Tasks help you focus on what matters to you at the point you are ready to action them. The Tasks page will display tasks by: Today's tasks: Easily be able to see what you need to do today. Overdue tasks: We understand, sometimes you can't complete tasks the day they are due, so yo...