Follow-ups and tasks
Add a follow-up from any conversation and get reminded when it is due.
Updated 24 September 2026
In a conversation, the contact panel has a Follow-ups section. Choose Add follow-up, pick Call, Email or To-do and when (tomorrow, in 3 days, next week, or a date), and you'll be reminded when it's due.
All tasks, including callback tasks from call outcomes, are listed under CRM → Tasks. With HubSpot connected, tasks also appear in the owner's HubSpot task queue.
Was this article helpful?
Still need help?
Our support team replies within one business day, usually much sooner.
Open a support ticket
In your workspace, click the ? (Help & Support) button at the top to raise a ticket and follow its progress.
Email helpdesk@skyfalke.com
Include your workspace address and what you were trying to do.