You don’t have to leave the chat to set a follow-up.
- Open the Boards Keyboard: In any messaging app, tap the 🌐 globe, keyboard icon, or microphone to switch to your Boards Keyboard.
- Tap Set follow-up reminder: Tap + Set follow-up reminder at the top of the keyboard.
- Choose who and when: Pick the person, add a label or note if you’d like, and choose when you want the nudge.
Don’t see the globe? Find the right steps for your phone:
- iPhone: Finding and Switching to the Boards Keyboard
- Android: Finding and Switching to the Boards Keyboard
- Samsung: Finding and Switching to Your Boards Keyboard
Pro Tip: Set the follow-up the moment someone says “let me think about it.” Future you will thank you.
FAQs
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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.