Follow-ups help you track important conversations and action items with team members. Each follow-up is tied to a specific person and includes a due date to keep tasks on schedule. In this article, you will learn how to create, edit, complete, and manage follow-ups using the Lebra mobile app.
Create a Follow-Up
Tap the Quick Menu (+) button in the center of the bottom tab bar.
From the Add to Lebra menu, tap Add follow-up.
In the text field, type a description of the follow-up.
Tap Add Person and select the team member the follow-up is for.
A person must be selected before the follow-up can be saved.
Tap Add follow-up at the bottom of the screen to save.
Tip: You can also create a follow-up directly from a person's profile. When created this way, the person is automatically pre-selected.
Set a Due Date
Every follow-up includes a due date so you know when action is needed.
Steps
On the Add follow-up screen, tap the calendar button at the bottom.
The button displays the currently selected date (default is today).
Select a date from the date picker.
The button label updates to show the selected date.
Status Explanations
Once saved, the due date determines how the follow-up appears in your list.
Today - Due today
Tomorrow - Due tomorrow
Overdue - [date] - Past due (displayed in red)
[date] - Due on a future date
Follow-ups due today also appear in the Follow-ups section on your Home screen.
View Follow-Ups
Tap on the clock icon in the bottom tab bar to open the Follow-ups screen.
Use the tabs to navigate:
Upcoming - Active follow-ups organized into Overdue, Today, and Upcoming
Completed - Follow-ups that have been marked as done
Pull down on either list to refresh.
View Follow-Up Details
Tap any follow-up from the list.
The Follow-up detail modal opens and displays:
The linked person
The follow-up description
The due date
Complete a Follow-Up
You can mark a follow-up as complete in two ways:
From the list: Tap the check icon on the right side of the follow-up
From the detail view:
Tap the follow-up to open it.
Tap Mark Complete.
Completed follow-ups move to the Completed tab.
To undo completion, tap the undo arrow Icon next to the item in the Completed list.
Edit a Follow-Up
Tap a follow-up to open the detail view.
Tap Edit.
Update the description.
Tap Save.
Note: The linked person cannot be changed after a follow-up is created. To assign the follow-up to a different. person, delete it and create a new one.
Delete a Follow-Up
Tap a follow-up to open the detail view.
Tap Delete.
Confirm the deletion when prompted.
