Post-Task Completion: Quick "Next Task" Prompt for Reps
A
Alex Shively
When a rep marks a task complete, there's no easy way to immediately create a follow-up task. They have to exit, navigate back to the contact, and start from scratch — breaking their flow.
What we need:
A simple "What's next?" prompt that appears the moment a task is marked complete, letting the rep quickly set a task name, due date, and assignee without leaving the screen. Optionally, allow pre-defined next step options (e.g. "Follow Up Call", "Send Proposal") to speed it up even further.
Completing a task should never be a dead end. This small UX addition would keep reps moving, reduce dropped follow-ups, and improve pipeline accountability across the board.
Log In