> For the complete documentation index, see [llms.txt](https://docs.rapidbott.com/help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rapidbott.com/help-center/rapidbott-crm/tasks-follow-ups-and-team-work-management.md).

# Tasks, Follow-Ups, and Team Work Management

Rapidbott CRM is not only for storing records. It is also designed to help teams act on them.

#### Why tasks matter

Tasks make ownership clear. They help ensure that leads, customer questions, and important follow-ups do not get lost.

<figure><img src="/files/FmxbfnFa0ugIdC0J7teX" alt=""><figcaption></figcaption></figure>

#### Common task examples

* call a lead back
* send a proposal follow-up
* review an urgent support issue
* check in before an appointment
* re-contact a stalled customer
* complete a post-sale step

#### Task management features

Depending on your workspace setup, you can:

* create tasks
* assign tasks
* change task status
* connect tasks to a pipeline or record
* review pending tasks from the dashboard

#### Recommended team workflow

For best results:

1. create the record in the correct pipeline
2. assign the record if ownership is clear
3. create any follow-up task immediately
4. update the record stage when the work progresses
5. close the task when done

#### Tips for staying organized

* avoid leaving records without an owner
* use tasks for anything that needs a clear next step
* update task status regularly
* review overdue work from the dashboard or activities area

<figure><img src="/files/wzYUfNDvAGsmCMfNYVzh" alt=""><figcaption></figcaption></figure>