How to Add Follow-Up Tasks in Guestbook 2.0

Learn how to add, manage, and complete follow-up tasks for your leads in Guestbook 2.0 to keep your pipeline organized.

July 28, 2026 By Dana Peck

This guide shows how to add and manage follow-up tasks for leads in Guestbook 2.0. By completing this workflow, you can ensure clear next steps are scheduled and tracked for prospective clients.

This process is designed for sales representatives, account managers, and project owners managing their opportunity pipeline. Use this workflow whenever you need to schedule calls, send follow-up emails, or advance a lead to the next stage.

Adding a New Task

There are two ways to add a task to a lead: click the shortcut icon directly in the pipeline, or open the lead's detail panel.

Step #1: Open the detail view for the desired lead. — Open the detail view for the desired lead.

Step #2: Click Add task in the side panel. — Click **Add task** in the side panel.

Step #3: Enter the task description in the New Follow-Up Task field. — Enter the task description in the **New Follow-Up Task** field.

Step #4: Select the task owner from the dropdown menu. — Select the task owner from the dropdown menu.

Step #5: Select a due date for the task. — Select a due date for the task.

Step #6: Click Add task to save. — Click **Add task** to save.

To queue up multiple tasks, simply repeat the process. The tasks will appear listed in the detail panel.

Step #7: To add an additional task, enter another description into the task field. — To add an additional task, enter another description into the task field.

Step #8: Assign an owner and a due date. — Assign an owner and a due date.

Step #9: Click Add task to finalize the new entry. — Click **Add task** to finalize the new entry.

Managing Active Tasks

All open tasks appear in the lead detail panel. When a task is completed, it drops to the bottom of the list, and the next pending task becomes active.

Step #10: Check the box next to an open task to mark it as complete. — Check the box next to an open task to mark it as complete.

Step #11: Verify that the completed task has dropped to the bottom of the list and the next task has populated the top line. — Verify that the completed task has dropped to the bottom of the list and the next task has populated the top line.

Q: How do I know which task is next?

A: Open the lead's detail panel. Open tasks are listed in order, and the next pending task automatically populates at the top of the client's record once previous tasks are completed.

Q: What happens when I mark a task as complete?

A: A completed task drops to the bottom of the task list, and the system updates the lead's top line to display the next pending task.

Term	Definition
Pipeline	A visual dashboard used to track and manage client opportunities through different stages of a sales or project lifecycle.
Lead	A prospective client or opportunity being tracked and managed within the CRM system.

Term

Definition

Pipeline

A visual dashboard used to track and manage client opportunities through different stages of a sales or project lifecycle.

Lead

A prospective client or opportunity being tracked and managed within the CRM system.