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Tasks & Follow-Up
Beginner
2 min read

How to Create a Follow-Up Task

Tasks keep nothing from slipping. Create them manually or let automation propose them.

Overview

A task is anything you want PSA 360 to remind you about — a return call, a home visit, a SART meeting prep, or a check-in next semester.

Step-by-step

  1. From a case, contact, or student profile → Add Task.
  2. Title the task in plain language.
  3. Set Due date and Priority.
  4. Assign to yourself or another staff member.
  5. Optionally attach a checklist.
  6. Save — the task appears on your Tasks page and on the case timeline.

Example

After logging a left voicemail, you add: "Call back parent — re: Wed SART invite." Due in 2 days, priority Medium. Tomorrow's Inbox includes it.

Best practices

  • Keep titles action-oriented (verb first).
  • Use Snooze instead of pushing due dates by hand.

Common mistakes

  • Creating tasks with no due date — they drift forever.
  • Assigning to the wrong PSA after a caseload change.

Related articles

  • Recommended Daily PSA Workflow
  • How to Document a Parent Contact

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