Follow-ups & tasks

A follow-up is a note-to-self with a date on it: ring the Hendersons back on Thursday. You log it while you’re on the account, and BUZ keeps showing it to you until someone marks it done.

They're yours, not the team's

Every list on this page shows the follow-ups you logged. Nobody else sees them in their lists, and you don’t see theirs — so an empty list means you have nothing due, not that the business doesn’t.

Log a follow-up

Use the activity composer — the bar at the top of an activity feed. You’ll find it on the Account 360, in the Activity section of the lead edit screen, and at the foot of an order’s Details drawer.

1. Set the type to Follow-up (or Task — they behave the same).
2. A small due date box appears next to the text. Pick the day you want to be reminded.
3. Type what you need to do, in a line.
4. Press Enter, or select Log.

No date, no reminder

The due date is what puts an item on your lists. A follow-up logged without one is just a note on the account — perfectly fine, but nothing will chase you about it.

Where you logged it decides where it takes you later: log it on a lead and the follow-up opens that lead, log it on an order and it opens the order, log it on the account and it opens the account’s 360.

Where your follow-ups show up

My Day — on the phone

A Follow-ups due band at the top of today, listing anything due today or overdue. Overdue rows are marked in red.

The calendar — in the office

A Follow-ups bar between the view tabs and the calendar, covering the next 14 days, overdue included.

The dashboard

A My follow-ups tile — same 14-day window. It’s off until you add it (see below).

The calendar bar and the dashboard tile group what’s due into Overdue, Today and Upcoming, oldest first. Each row shows the due date, what you wrote, and the account it’s for.

On the calendar

The bar sits just above the calendar and starts collapsed, showing only a count — plus “N overdue” when something has slipped. Select it to open the list; BUZ remembers whether you like it open or closed. When you have nothing due, the bar isn’t there at all — a calendar with no follow-ups bar is good news, not a missing feature.

Selecting a follow-up that came from a lead opens that lead’s edit drawer without leaving the calendar, so you can act on it and carry on planning the week.

On your dashboard

The My follow-ups tile ships switched off — add it once and it stays.

1. On the dashboard, select the tune icon (Arrange tiles) in the header.
2. Open the Widgets menu and tick My Follow-ups.
3. Drag the tile where you want it, size it from its edges — a taller tile shows more rows.
4. Select Save layout.

With nothing due, the tile reads “Nothing due in the next 14 days”.

Mark one done

On My Day, each row has a green Done button. Tap it and the row disappears — that’s the quickest way to clear the day’s list.

Elsewhere a completed follow-up keeps its place in the activity feed with a green Done tag, so the record of what you promised, and that you did it, stays on the account.

Common questions

Question	Answer
The follow-ups bar has vanished from the calendar	You have nothing due — it hides itself when the list is empty.
I can’t see a colleague’s follow-ups	The lists are personal. Every surface shows only what you logged.
Nothing on the dashboard	The tile is opt-in — add My Follow-ups from Arrange tiles → Widgets and save the layout.
My Day is empty but the calendar bar isn’t	My Day shows today and overdue only; the calendar and the dashboard look 14 days ahead.
I logged it but no reminder came	It probably has no due date. Log a new one with a date.
A follow-up opens the wrong screen	It opens whatever it was logged against — a lead, an order, or the account. Log it from the record you want to land on.

See also

• Account 360 — the feed the composer lives on
• My Day — the phone screen the band sits on
• The calendar screen explained