Follow-Ups vs. To-Dos: A Workflow Guide
What's the difference between follow-ups and to-dos?
Follow-Ups vs. To-Dos: A Workflow Guide
Managing your tasks effectively requires understanding the difference between client outreach (Follow-Ups) and general objectives (To-Dos).
Phase 1: Using Follow-Ups for Outreach
Purpose: Use Follow-Ups specifically for client communication, such as "Check-in call" or "Send gift."
Connection: Follow-Ups are always tied to a specific contact and track your history of outreach.
Frequency: These tasks often have a set recurring frequency (e.g., Every 3 weeks) to ensure consistent communication.
Phase 2: Using To-Dos for Objectives
Purpose: Use To-Dos for general action items that may not be tied to a person, such as "Update marketing flyers."
Scheduling: When creating a To-Do, you can set it as a One Time task or a Recurrence Pattern.
Calendar Sync: Toggle the Show on Calendar button to sync these tasks with your integrated calendar for better time management.
Pro Tip: Check the Completed tab in your To-Dos dashboard to see a historical log of all the administrative tasks you've finished.