Fix follow up tasks

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Pip Austin

• 14 July 2025 23:24

When we used to add follow up tasks, it would automatically default to the user who was creating it, set the date a week ahead and when you added the reminder it would add the date to be the same as the follow up due date.

I see that these settings are no longer there, and you have to manually add all this information in. I would like to see the defaults added back in so follow ups can be easily added without having to manually add this information.

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• Official comment

  

  Jack Christensen

  • 18 July 2025 00:23

  Hey Pip!
  
  Just checking in for this one...
  
  Is this creating a followup via a contact note or creating a followup tasks directly?
  
  Thanks,
  Jack

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  Pip Austin

  • 18 July 2025 01:44

  Hi Jack, I noticed this when creating a follow up via a contact note.

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  Jack Christensen

  • 21 July 2025 23:33

  Hey Pip, 
  
  Thanks for clarifying!
  
  Makes 100% sense to me to have a default for the reminder and defaulting the user that is creating the task as I imagine this will be the most common scenario.
  
  For setting the date, this one sounds like one I'll want to dig a little deeper on to understand how often this was adjusted by users to see if we can pick a better default long term!
  
  Thanks,
  Jack

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