Tasks & follow-ups
Turn follow-ups into tasks — typed, dictated, or written in plain English — linked to the right contacts and companies.
Tasks are lightweight to-dos you attach to the people and companies they concern. You can create one by typing, by voice, through an inline add row, or in plain English — write "Call Sarah about the Series A by Friday, high priority" and NetworkOS parses out the title, due date and priority. Filter by active, completed or archived, and overdue tasks are highlighted.
Tasks keep follow-ups from slipping
Networking lives or dies on follow-through. Tasks are lightweight to-dos you can attach to the people and companies they're about, so the next step never gets lost.
Creating a task
There are a few ways to add one, whichever is fastest in the moment:
- Type it in plain English. Write something like "Call Sarah about the Series A by Friday, high priority" and NetworkOS pulls out the title, due date, and priority for you.
- Dictate it. Use voice input to capture a task without typing.
- Fill in the form — title, description, due date, and priority (low, medium, high, urgent) — when you want full control.
- Add several in a row with the inline add row when you're clearing your head after a meeting.
Linking tasks to your network
Attach a task to one or more contacts and companies so it shows up in the context of that relationship. "Send the deck to Acme" lives with Acme; "intro Dana to a recruiter" lives with Dana.
Staying on top of them
Filter tasks by status — active, completed, archived, or all — and sort by due date, creation date, or priority. Overdue tasks are highlighted so they stand out. Check a task off when it's done, archive it to tuck it away, or edit and delete as things change.
Common questions
- Can I create a task by typing a sentence?
- Yes. Write it in plain English, such as "Call Sarah about the Series A by Friday, high priority", and NetworkOS extracts the title, the due date and the priority for you. You can also dictate a task by voice, use the inline add row for several in a row, or fill in the form when you want full control.
- What priorities can a task have?
- Low, medium, high and urgent. You can sort your task list by priority, by due date or by creation date, and overdue tasks are highlighted so they stand out regardless of how you have sorted.
- Can a task be linked to more than one person?
- Yes. A task can be attached to one or more contacts and companies, and it then appears in the context of each of those relationships, so the next step sits with the person or company it is actually about.