Create Follow-up of a Task from URVA

Create Follow-up of a Task from mobile App

Create a follow-up task for a customer visit:

  1. Go to Work Tab and click on it.
  2. Find "My Completed" tasks section by clicking on  
  3. Click on it to see tasks you've already completed.
  4. Click Follow-up to start a follow-up task.
  5. A new form will pop up asking for details about the follow-up visit.
  6. Fill in things like when you'll follow up and any next steps and click "Submit".
  7. To see all your follow-up tasks, go to "Task 360 View". Under "follow-up" task, find list of all your follow-up tasks along with their details.



That's it! You've successfully created a follow-up task for your customer visit.

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