Tasks & follow-ups
Turn follow-ups into tasks — typed, dictated, or written in plain English — linked to the right contacts and companies.
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.