How to Set Reminders to Follow Up with Members

Step 1: Send the Email

  • Compose your email to the member and click “Send”.

Step 2: Open the Sent Email

  • Navigate to your “Sent” folder.
  • Open the email you just sent.

Step 3: Add to Google Tasks

  • Click the three dots (More options) in the email toolbar.
  • Select “Add to Tasks”.

Step 4: Set Up the Reminder

  • Google Tasks will open on the right side of your screen.
  • In the task pane:
  • Add any additional notes in the “Details” section.
  • Click the calendar icon to set a due date and time for your follow-up.
  • Once set, you’ll receive a notification when it’s time to check in.
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