☑️ Follow up on life’s big and small moments.

action or follow-up that you want to do for a specific individual.So as you can see, I'm here in Mark's profile.I just made an update saying that he has upcoming surgery on the 15th,but I want to take action on this. And so this is where tasks come in.

I'll click add task and I can type anything I want in here or you can save somepresets of things that you guys do often within your organization.We do a lot of surgery follow up,so I can just start typing in surgery and press enter,and then I will assign it to myself, which is default,

or I can assign it to someone else on my team.So I'll assign this to Reggie and select the due date for the 15th and then I'llcome down here and save this task.Now what just happened is that Reggie received an email letting him know, Hey,you've been assigned a task and note Bird, click here.He'll click on that button and be brought directly to Mark's profile to kind ofsee the notes that I've created as well as the task that needs to,needs to get done. Now fast forward to the 15th. Reggie will receive an email,

uh, in the morning called our Early Bird report that will let him know, Hey,you have a task due today. He'll come back in here, do that surgery, follow up,and then to complete a task, you simply just click this box here to the left.You'll always have history of the task that you and your team have completed by

clicking this hide and show button that will always be stored there.The other place you can see tasks is under the tasks page.

You'll click on that and we will organize your tasks chronologically here on theleft side. And then on the right hand side,you will see the completed tasks that are assigned to you.But if you want to see the tasks of your teammates,

you can actually scroll down here below the groups and click assign tasks.And this will bring up the tasks of the team.So we have organizations who open this up during staff meeting or their caremeeting just to kind of forecast and be able to say, Hey, what's overdue?What's upcoming for the week? Is everyone on the same page?You'll be able to see all of those tasks upcoming as well as what has beencompleted. So, like I said, tasks are a way to take action, uh,

and kind of think about the future,make sure that nobody is falling through the cracks.