Set up Follow-ups – Boards Help Center

Follow-ups helps you know exactly who needs you today. Add the people you’re talking to, pick when you want to reach back out, and Boards reminds you when it’s time. No sticky notes, no scrolling back through DMs, and no trying to remember who said “let me think about it.”

Note: Follow Ups is available on the Boards mobile app for iPhone and Android.

Turn On Notifications

Boards sends you a push notification when it’s time to follow up with someone, so make sure notifications are turned on.

iPhone

Open Settings.
Tap Notifications, then Boards.
Turn on Allow Notifications.

Android

Open Settings.
Tap Apps, then Boards.
Tap Notifications and turn them on.

Menu names may vary slightly depending on your device.

Add Someone to Follow Ups

Open Follow Ups: Tap Follow-ups in the bottom menu.
Tap the +: Tap the + icon in the top right corner.
Choose who: Pick someone from your phone contacts, or type a new name and tap Add as new contact. The first time, Boards will ask for access to your contacts so you can choose who to add.
Add a label: Choose Lead, Prospect, Customer or Ambassador.
Add a note: Write a quick reminder of where things left off, like “Met at book club.”
Pick when: Choose Tomorrow, In 3 days, In 7 days, or tap Pick date & time.

<strong>Your Follow-Ups List</strong>

Your Follow-ups tab keeps everyone organized in three sections:

Needs attention: The people you need to follow up with today.
Reminders: Upcoming follow-ups, with the date they’re due.

Done: Follow-ups you’ve completed.

Open Boards each morning, and you’ll know exactly who needs you today.

Pro Tip: Add a few quick replies to your Board as Text content, like “Checking in after a few days,” so the right words are always ready. See Adding Content.

Your Privacy

Only you can see your follow-ups.

Only the people you choose: Follow Ups doesn’t import your whole phone book. You add only the people you’re talking to and the people you meet.
Your keyboard stays private: Boards never sees what you type on your regular keyboard. It only sees the content you add to Boards or send with it.

FAQs

Does it work on iPhone and Android?
Yes, both.
Can I use Follow Ups on desktop?
Not right now. Follow Ups is available on the Boards mobile app only.
Do my follow-ups sync across my devices?
Yes. Your follow-ups sync instantly across all your devices where you’re signed in, just like your Boards and content. No need to refresh or reopen the app.
Can my leader or team see my follow-ups?
No. Only you can see your follow-ups.
Why does Boards ask for access to my contacts?
So you can pick the people you want to follow up with straight from your phone contacts. Boards only adds the people you choose.
I’m not getting my follow-up notifications.
Make sure notifications are turned on for Boards. See Turn On Notifications above.
Do I need to add follow-ups to my calendar?
No. Boards reminds you, so there’s nothing to put on your calendar.
Can I import all my contacts?
No, and that’s on purpose. Follow Ups is for the people who matter right now: the ones you’re talking to and the people you meet. You can pick them from your phone contacts anytime.
Can I change when I follow up with someone?
Yes. For an upcoming follow-up, tap Change reminder to pick another day. For someone in Needs attention, tap Remind me to push it to another day.
What if my follow-ups pile up?
Use Remind me to move people in Needs attention to a better day, so your list stays doable.
Can I follow up again with someone I marked done?
Yes. Open their contact card in your Done list and tap Remind me to set a new follow-up.
Can I add someone who isn’t saved in my phone contacts?
Yes. When adding someone to Follow Ups, type their name and tap Add as new contact. You don’t need to save them to your phone first.
Will my follow-ups show up in my phone’s contacts app?
No. Your follow-ups, including the people you add, their labels, and notes, stay in Boards. They won’t appear in your phone’s contacts app.

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