Managing Follow-ups

Follow-ups are personal reminders you set on study notes. They help you remember to check back on items that need attention.

What Are Follow-ups?

Follow-ups are:

• Personal - Only you see your follow-ups
• Date-based - Tied to specific dates
• Note-linked - Connected to specific notes in studies
• Action reminders - Prompt you to take action or check status

Viewing Follow-ups

The Follow-ups section is in the right panel of your Inbox. Follow-ups are organized by date:

Past Follow-ups

• Dates that have already passed
• Items that may need immediate attention
• Show with past date indicator

Today's Follow-ups

• Follow-ups scheduled for today
• Highlighted for immediate visibility
• Your priority items for the day

Upcoming Follow-ups

• Future dated follow-ups
• Organized chronologically
• Plan ahead for what's coming

Understanding a Follow-up

Each follow-up displays:

Element	Description
Study ID	Which study the note is in
Date	The follow-up date
Note excerpt	Preview of the linked note
Author	Who wrote the original note

Opening a Follow-up

To see the full note and study:

1. Click anywhere on the follow-up row
2. The study opens in an overlay panel
3. You're taken to the relevant note
4. Review the note and take any needed action

Grouping Follow-ups by Study

Similar to mentions, you can group follow-ups:

1. Click Group by Study in the Follow-ups header
2. Follow-ups are organized under study headings
3. Helps when you have multiple follow-ups for the same study

Creating Follow-ups

Follow-ups are created while working with notes:

1. Open a study
2. Find a note you want to follow up on
3. Use the follow-up feature on that note
4. Select a date for the follow-up
5. The follow-up appears in your Inbox on that date

See Working with Notes for details on adding follow-ups.

Removing Follow-ups

To remove a follow-up you no longer need:

1. Click to open the study and note
2. Navigate to the note's follow-up section
3. Remove the follow-up date
4. Save changes
5. The follow-up no longer appears in your Inbox

Or dismiss directly from the Inbox (if the feature is available).

Multiple Follow-ups

You can have multiple follow-ups on the same note:

• Set different dates for different check-in points
• Each date creates a separate Inbox entry
• Useful for tracking long-running items

Empty State

When you have no follow-ups:

• A message indicates you have no follow-ups scheduled
• Start creating follow-ups on notes that need future attention

Use Cases for Follow-ups

Status Checks

• Set a follow-up to check on pending approvals
• Remind yourself to verify a task was completed

Deadlines

• Follow up before important milestone dates
• Get reminded when action windows are closing

Periodic Reviews

• Schedule regular check-ins on active studies
• Ensure nothing falls through the cracks

Waiting on Others

• Follow up after requesting action from someone
• Check back on delegated tasks

Best Practices

• Be specific with dates - Choose dates when action can actually be taken
• Don't over-schedule - Too many follow-ups become noise
• Review past items - Address overdue follow-ups first
• Clear completed items - Remove follow-ups you've addressed
• Use with notes - Add context in the note about what you're following up on