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Managing follow-up actions
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The Follow-Ups screen displays all follow-up actions assigned to you, allowing you to complete or cancel them as needed.
1. Viewing your follow-up actions
The Follow-Ups screen shows all follow-up actions currently assigned to you. Each action displays relevant details to help you track and manage your tasks.
2. Completing a follow-up action
To complete a follow-up action:
- Locate the follow-up action you want to complete.
- Tap Complete.
The action is marked as done and removed from your active follow-ups list.
3. Cancelling a follow-up action
To cancel a follow-up action:
- Locate the follow-up action you want to cancel.
- Tap the X icon.
The action is cancelled and removed from your follow-ups list.