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🔁 Managing Follow-Ups in Strive DB

Follow-ups in Strive DB act like powerful, context-aware to-do items. Whether you’re reminding yourself to call a client, assigning a follow-up to a teammate, or tracking next steps after a session, the follow-up system keeps things organized and actionable.

This post walks through how follow-ups work, where to find them, and how to get the most out of them in daily use.


🧭 Viewing Your Follow-Ups

Most users start their day in the Inbox, which includes the Follow-Ups panel. This area is divided into sections like:

  • Today
  • Tomorrow
  • This Week
  • Past Due (if any)

Each follow-up shows the assigned user, linked client (if any), and a short summary of the task.

🔗 New to the Inbox? Check out our Strive DB Overview.


🧾 Types of Follow-Ups

Strive DB supports several types of follow-ups, depending on where they’re created:

  • Standalone reminders – General tasks like “Email team” or “Check voicemail”
  • Client-related – Follow-ups tied to a specific survivor
  • Appointment-based – For example, scheduling a follow-up after a no-show
  • Service-related – Reminders to complete documentation or follow up on a provided service

💡 You’ll always know the context of a follow-up by the icon and linked record it shows.


✅ Completing a Follow-Up

Just click the checkbox next to any follow-up to mark it as complete. If the follow-up is tied to another action (like logging a service), completing that task may also mark the follow-up complete automatically.


👥 Assigning Tasks to Others

You’re not limited to your own list—follow-ups can be assigned to other users in your organization. This makes it easy to hand off next steps, coordinate care, or route follow-ups to admins or supervisors.

🧠 Assigned follow-ups show in that person’s inbox and also remain visible to users with the right permissions.


🔗 Follow-Ups with Context (Client, Appointment, or Service)

When a follow-up is tied to another record, Strive gives you convenience tools right from the follow-up:

  • Client – Quick link to contact, schedule, or review their profile
  • Appointment – Reschedule or log an outcome
  • Service – Complete required documentation


📝 Editing Follow-Up Details

Need to adjust something? Click into the follow-up to:

  • Change the due date
  • Reassign the task
  • Add or update notes
  • Modify the linked record (in some cases)

📍 Where Else Follow-Ups Show Up

Follow-ups don’t just live in your inbox. You’ll also find them in places that make sense contextually:

  • Client profile → Follow-Ups tab – See all tasks tied to that person
  • Appointments tab – View team-wide follow-ups related to scheduled sessions
  • Service records – View or add follow-ups directly from logged services

🔗 Want to see how appointments tie in? Check out our Appointments Guide.


🧠 Final Thoughts

Strive DB’s follow-up system is more than just a checklist—it’s a flexible, collaborative tool that keeps critical tasks visible and actionable. Whether you’re managing your own caseload or coordinating across a team, follow-ups help make sure nothing slips through the cracks.

💬 Need help building a workflow around follow-ups? Reach out to support—we can help configure it to fit your team.

Completing one of these related actions can automatically complete the follow-up as well.