When you are using the Follow-up Widget in your project, you want to make sure that these follow-up actions are registered within your project data and connected to the specific record that it concerns. In order to do that your data garden needs to contains columns that can hold this data and these columns need to be connected to your Follow-up Widget.


In this article we will guide you through the necessary steps to prepare your project so you are able to connect the various data fields of the Follow-up Widget.


Step 1: Adding text variables

We are going to create the columns that will contain the following data:


  • Task owner: the user that is responsible to follow up on the task. The system will automatically generate a drop down list of users that are present in your portal which you can choose from to assign the tasks to.
  • Last edited by: the user that has last edited the task.
  • Notes: an open comment box where you can register any updates.


Step 2: Adding date variables

We are going to create the columns that will contain the following data:


  • Due date: to register a deadline for finishing the task.
  • Closed on date: to register the date on which the task was completed.
  • Last edited on: to register the date on which the task was last updated.


Step 3: Adding labelled data variables

We are going to create the columns that will contain the following data:


  • Status: To keep track of the status of the task, such as In progress or Waiting for customer. You can determine which ones you want to use yourself.
  • Priority: To indicate the level of urgency. You can add as many levels as you feel are necessary.
  • Option 1: An optional field that you can use to add a label or categorization to your task. This can be anything, from a responsible department, to the contact channel used to follow-up on the task, or the solution type that was used to close the task.
  • Option 2: A second optional field that you can use for labeling or categorization.


By using labelled data for these options, the user will be presented with a fixed drop down list to ensure the same tags are used by everyone. You can use the template Excel files that are attached to this article to create the labels of your choice.



In the video below we will show you the exact steps of adding these columns to your project. Please feel free to use any column name that you like and that is easy to recognize for you. In our example we use the prefix FUW_ (for Follow-Up Widget) but this is not a prerequisite. Lets have a look!





Once these columns are created we can continue with setting up the actual Follow-up Widget in your reporting.