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Managing Follow-Ups from the Mobile App

Learn how to view, track, and complete follow-ups while using the mobile app.

Maxwell Bass avatar
Written by Maxwell Bass
Updated this week

The Follow-Ups page helps you stay on top of upcoming reminders, overdue tasks, and completed follow-ups, making it easy to keep your commitments even when away from your computer.

Steps

  1. Open the mobile app.

  2. Tap the clock icon at the bottom right to open the Follow-Ups section.

  3. Choose a view:

    • Upcoming

    • Overdue

    • Completed

  4. To mark a follow-up as completed, go to Upcoming and tap the checkmark to the right of the follow-up you completed.

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