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Training: Delegate a task and follow up
Create a delegated task, notify a contact, and track status.
Updated 2026-02-13
Training module: Delegation
Goal: delegate a task and make follow-up effortless.
Steps
- Open
/tasks/contactsand create a contact (email/phone/WhatsApp). - Go to
/tasksand create a task. - Assign/delegate it to the contact.
- Send the delegation message (email/WhatsApp) if enabled.
- Track status and nudges until complete.
Best practices
- Write the task as an outcome (“Deliver X by date”).
- Add a follow-up date so “Waiting” doesn’t stall.
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