Tip #10: Create a follow-up task in 5 seconds or less
Highrise prepares you to do business. Know when you last spoke to someone, what you discussed, and when you need to follow-up.
Highrise tasks are the tool you use to remember to follow-up. There are multiple steps and options when creating a task in Highrise.
- Enter a subject/body for the task
- Choose the date and time
- Choose if the task should repeat or recur
- Pick who is responsible for the task (assign it)
- Mark if everyone should see the task or not
Add this task
Here is how it looks:
While it doesn’t take a ton of effort, our team wondered what if we could cut those steps in half?
We’ve often found ourselves needing to create a follow-up task for a specific note or email or contact. But we didn’t need seven steps to do it. So our team made it easier.
- Choose date & time
- Mark everyone to see the task
Add this task(or just hit Enter on your keyboard)
Seven steps down to four. All you need to do is click New Task, pick a date, and that’s it.
Here’s a secret too. You don’t even need to click Add this task. Just use your Enter button on your keyboard, and Highrise automatically creates the task and marks it as Follow-up.
This is a subtle change, but one that our team uses over and over again. Why? Because it shaves off a few steps and seconds when creating a task, and it reminds us to follow-up.
When it takes five seconds or less to set a reminder, you don’t need to worry about forgetting to follow-up.