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Create Follow-up task
Create Follow-up task

Create Follow-up tasks in Carerix

Updated over a week ago

Creating a Follow-up Task from a Task in case an activity needs a sequel.
Keep overview within a Task with multiple running activities.
The original Task gets the status Done. A Follow-up Task is for you or a co-worker.

  • Go to 'Activities' | 'Task'

  • Click [+Follow-up]

  • Fill in:
    Result of current task
    Subject of follow-up task
    Type of follow-up task

  • Click [Finish].
    You will return to the original Task (status: done).

  • Go to 'Activities' | 'Tasks', Task view
    Notice the new task (status: to do)

  • Open the follow-up Task and change Owner in case the Task is for a co-worker

Keywords : UD-131

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