---
title: Follow-ups
customers-call-it: feature
url: /docs/features/data/presets/follow-ups-table
---

# Follow-ups

Turn emails that ask to book a time into follow-up tasks, each with when it's due and the email it came from.

## Use it when

Use it with an Inbox folder for booking requests, so every email that asks for a time becomes a task you can call back on.

## Use something else when

For tasks you write yourself, with an owner and a done box, use [Checklist](/docs/features/data/presets/checklist-table).

## How to add it

The usual way is from an Inbox folder:

1. Open **Inbox**, show **Folders** if you need to, and choose the folder under **Smart folders**.
2. Press the ⋯ menu, then **Edit folder**.
3. Set **Scheduling** to **Asks to book a time**.
4. Under **Add a follow-up task to**, choose **New follow-ups table**. You see **Making the follow-ups table…**.
5. Press **Save folder**.

From now on, each email in that folder that asks to book a time adds a task to Follow-ups. It lists them soonest first, with a **Calendar** tab.

## How to add a follow-up yourself

1. Open the Follow-ups table from your sidebar, or open **My Business**, then **Advanced**, then **Data**, and pick it.
2. Press **New follow-up**. If you renamed the table, the button may say something else.
3. Under **Title**, type what to follow up, such as "Call Sam about Tuesday".
4. Pick the **Due** time.
5. Press **Create follow-up**.

You see **Follow up created**, and the follow-up is in your list.

## How to work through your follow-ups

1. Open the Follow-ups table, and press **Calendar** above it to see them by day.
2. Click a task to see when it's due. Open **Where it came from** to see the email it came from.
3. Call or email the person back. A follow-up is a reminder for you: it doesn't book anything or reply to them.

## What it adds or changes

- **Opens as**: Table by due time · Calendar tab
- **Columns**: Title · Due · Time zone · Source message · Source entry · Status

Creates an empty table · no rows or automations

It adds a table with these columns:

| Column | Type | Choices |
|---|---|---|
| Title | text |  |
| Due | timestamp |  |
| Time zone | text |  |
| Source message | text |  |
| Source entry | text |  |
| Status | text |  |

## Example

Harbour Physio, a fictional clinic, has an Inbox folder for booking requests. A patient emails asking for "a session next Tuesday afternoon". A task appears in Follow-ups with a due time and that email, and it shows on the calendar. The receptionist calls back and books the session.

## If something isn't working

- **Your table isn't offered under Add a follow-up task to.** Only tables with a title, due time, time zone, source message and entry, and status are listed. Choose **New follow-ups table** instead.
- **"Turn on automatic sorting in Settings → Inbox to file by what messages are about."** Turn it on there, then edit the folder again.
- **"Sorting is paused."** Inbox isn't sorting new mail at the moment, so no new follow-ups are added. Check **Settings → Inbox**.
- **"Someone else changed this folder. Close and open it again to see their change."** Close the folder, open it again and make your change.
- **There's no Edit folder option.** Your role can't change folders. Ask an admin of your business.