You can assign follow-up tasks in three different ways:
1. One-to-One Follow-Up Task
You can create tasks directly from a client’s profile by opening the contact’s profile, clicking on the Actions tab, selecting the Task option, and then clicking the blue Add Task button.
Next, select the type of task you’d like the assigned staff member to perform for the contact, such as emails, calls, voice drops, texts, and more. You can then set the desired date and time for completion. Once you’ve added and assigned the task to a staff member, it will appear on their dashboard as a scheduled task as soon as they sign in to Fit Pro Tracker.
Under the Task tab in the contact’s profile, you can view important details such as the task status, the next action to be completed, the staff member it’s assigned to, and who completed it. You also have the option to filter the task list by date range or status. Additionally, tasks can be edited directly from this tab, or you can manually mark them as completed.
2. Batch Follow-Up Task (Multiple Contacts)
You can add batch follow-up tasks from the Contact Grid. Simply select the contact group you’d like to check (e.g., Leads Group), choose multiple contacts from the list, and then click the Batch button on the right-hand side of the screen and select Follow Up.
Then, switch on the toggle for Follow-Up Task, select the action you’d like to set up, schedule the action date, and choose the staff member you want to assign the task to, and make sure to click the Save Follow up Task button.
3. Campaign Follow Up Tasks
When creating a campaign, you’ll have the option to add a follow-up task for yourself or a staff member to complete. To do this, click the plus (+) icon to add a new action, then select Follow-Up Task from the list of options.
Within the campaign, you have the flexibility to decide who the follow-up task will be assigned to, when it should be completed, and which specific action the staff member should perform. You can also add detailed instructions in the text box provided.
⚠️ Important Note:
Follow-up tasks are assigned in the following order of priority:
If a user is selected from the Drop-Down List (DDL), that user will be assigned the follow-up task.
If no user is selected from the DDL, and the contact already has an assigned staff member, the follow-up task will be assigned to that staff member.
If no user is selected from the DDL and the contact does not have an assigned staff member, the follow-up task will default to the creator of the campaign.