Start from Riley’s accepted referral. Add a task here to keep the follow-up linked to this journey.

Give the task a clear title and owner. Set the due date and choose who can see it. Add enough detail for the person doing the work.

Create the task, then open it from the journey. Check the saved owner, due date, description, and referral link.

Active lists open and in-progress work. Use quick filters to find your own or unassigned tasks. Search matches the currently loaded page.

When the work is finished, choose Complete. Add an optional resolution note, then confirm.

Open Completed to find the finished task. Its status is separate from the referral’s status.

For cancellation, create a separate duplicate task. The completed follow-up remains unchanged.

Choose Cancel task and give a reason. Read the warning before confirming cancellation.

The Cancelled tab records the outcome. Tasks track your team’s work; they do not replace referrals.