The Follow-Ups tab contains all deadlines and tasks for this case. Each follow-up has a deadline, a priority, a status, a responsible handler, and — importantly — visibility restricted to specific participant groups. This makes it clear at all times what needs to be done, by when, and by whom.
Understanding the list
Each row is a follow-up. By default, the list is sorted by deadline in ascending order, so the most urgent items appear at the top.
| Column | Meaning |
|---|---|
| Title | Short name of the task |
| Deadline | Due date (default sort order) |
| Priority | Low, Medium, or High |
| Status | e.g. Created, Open, Done |
| Type | Kind of entry (e.g. follow-up, deadline, phone call) |
| Handler | Responsible person |
Use the search field to filter by title; the funnel icons in the header filter individual columns (e.g. only High or only Open). Reset filters clears all filters, Refresh table reloads the current state. My follow-ups shows only the entries assigned to you. Below the list, you can adjust the column view and save it with Save configuration.
Creating a new follow-up
- Click + New follow-up at the top. The Follow-Up dialog opens.
- Fill in the fields:
- Type – the kind of entry (default: Follow-Up).
- Title (required) – the short name under which the task appears in the list.
- Description – optional details about the task.
- Deadline (required) – the due date. Use the quick-select options Today, In one week, or In two weeks to set it with a single click; All day removes the time of day.
- Priority – Low, Medium, or High.
- Status – the initial status (default: Created).
- Handler – the responsible person; pre-filled with you.
- Permissions – who is allowed to see the follow-up: Platform, Attorney, Client, Repair Shop/Expert. This keeps internal tasks internal, while appointments relevant to the client also become visible in the client portal.
- Clicking Save creates the follow-up; it appears in the list immediately.