While Klipy's AI is powerful at finding tasks you might have missed, many of your most important to-dos will come from phone calls, offline meetings, or simple moments of inspiration.
The manual follow-up tool gives you the power to capture any task and add it directly to your Action Center, ensuring nothing falls through the cracks.
Section 1: Starting a New Follow-up
You can create a new follow-up directly from your main task list.
Step 1: Navigate to the Follow-ups page, which serves as your main list view within the Action Center.
Step 2: Click the + Create Follow-up button, located in the top-right corner of the page. This will open the follow-up creation window.
Section 2: Defining Your Task (Required Fields)
To ensure every task is actionable and trackable, a title and a due date are required.
Step 1 (Required): In the Follow-up title field, enter a clear and concise description of the task.
Step 2 (Required): Set a due date. The system defaults to Today, but you can click this button to open a calendar and select any future date for your follow-up.
Section 3: Adding Optional Context
Adding specific details to your follow-up helps you stay organized and gives you better context when it’s time to work on the task.
Add a Description: Use the
Add descriptionfield to include extra notes, links, or any other relevant details.Link a Person: Click the
Personicon to search your Rolodex and link the follow-up to a specific contact.Assign to a Teammate: Click the
Assigneeicon to delegate the task to another user in your Klipy workspace.Attach a Deal: Click the
$icon to link this task to a specific deal record you are tracking.Attach a Company: Click the
Buildingicon to link this task to a specific company record from your Rolodex.
Section 4: Saving Your Follow-up
Once you have filled in the required fields and added any optional details, you are ready to save the task.
Click the blue Create follow-up button at the bottom of the window.
Your new task is now saved and will be visible in your main Action Center list. When its due date arrives, it will also appear in your "Today's game plan" widget on the home screen.
Next Steps:
» Understanding the "Today's Game Plan" Widget (R2.5)