Review and complete a follow-up task

1. Find your assigned task#

Open Contacts → Tasks. Use Advanced Filters to select your Assignee and the due-date range you need. Check Due Today or Overdue for time-sensitive work.

2. Read the request#

Select the task title or its pencil icon. Review the description, due time and associated contact. Open that customer’s latest conversation or Notes to check whether the request has changed.

3. Complete the follow-up#

Carry out the requested work using your team’s process. Add a brief outcome note to the customer record, including what happened and anything still outstanding.

4. Mark the task done#

Return to the list. Select only the completed task’s checkbox, then choose Mark as done. Confirm its completed status. Do not use the header checkbox, which can select multiple tasks.

Example: A service callback#

The task asks you to call a customer about an earlier visit. Check their request and available options, call them, and record the agreed next step. If you cannot reach them and the callback is still due, leave the task pending under your team’s process.

Task missing or not editable?#

Clear assignee and date filters, check the selected business, and search by task title. A notification does not prove the work is complete. Ask your usual Hanna Group contact if the task or editing access is still missing.