--- title: "Task Management: Best Practice use of Follow-Ups" description: Follow-ups and task management are critical in the success of the job application and approval process. image: https://visualapprovals.com.au/hubfs/Imported_Blog_Media/Follow-Ups-Screen-1200x611.jpg --- [![Visual Approvals](https://325503.fs1.hubspotusercontent-na1.net/hubfs/325503/Visual%20Approvals/Group%20483%20(1).svg)](https://visualapprovals.com.au/) - Platform - Learn - [Services](https://visualapprovals.com.au/services) - [Pricing](https://visualapprovals.com.au/pricing) [Contact Us](https://visualapprovals.com.au/contact-us) [Book a Demo](https://visualapprovals.com.au/book-a-demo) [Login](https://vahelp.zendesk.com/access/unauthenticated) [Contact Us](https://visualapprovals.com.au/contact-us) [Login](https://vahelp.zendesk.com/access/unauthenticated) [Book a Demo](https://visualapprovals.com.au/book-a-demo) ##### Learn ##### [![Why VA](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Menu/Icons/Why%20VA.svg) Why Visual Approvals Simplifying building approvals by putting powerful software into the hands of building certifiers.](https://visualapprovals.com.au/why-va) ##### [![Blog](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Menu/Icons/Blog.svg) Blog Explore the latest on building certification news, upcoming events and more.](https://visualapprovals.com.au/blog) ##### Help ##### [![Support](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Menu/Icons/Support.svg) Support Exceptional support for your business from implementation throughout the ongoing use.](https://visualapprovals.com.au/support) ##### [![FAQs](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Menu/Icons/FAQs.svg) FAQ’s Find simple answers to the common question you might have about Visual Approvals.](https://visualapprovals.com.au/faqs) ##### See Visual Approvals in Action, book a Demo. 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Invoicing](https://visualapprovals.com.au/product/invoicing) ##### [![Purchasing Highlights 1](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Features/Purchasing/Icons/Purchasing%20Highlights%201.svg) Purchasing](https://visualapprovals.com.au/product/purchasing) ##### [![Integrations](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Menu/Icons/Integrations.svg) Xero Integration](https://visualapprovals.com.au/integrations/xero) - [Operations](https://visualapprovals.com.au/blog/task-management-follow-ups#ptab1) - [Contacts](https://visualapprovals.com.au/blog/task-management-follow-ups#ptab2) - [Communications](https://visualapprovals.com.au/blog/task-management-follow-ups#ptab3) - [Finance](https://visualapprovals.com.au/blog/task-management-follow-ups#ptab4) ##### [![Feature Applications](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Features/Applications/Icons/Feature%20Applications.svg) Applications Track all domestic and commercial jobs in one central location with easy-to-identify colour-coded statuses.](https://visualapprovals.com.au/product/applications) ##### [![Feature Assessments](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Features/Assessments/Icons/Feature%20Assessments.svg) Assessments Assess building stages or works and issue approvals through the centralised Project Assessment panel.](https://visualapprovals.com.au/product/assessments) ##### [![Feature Inspections](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Features/Inspections/Icons/Feature%20Inspections.svg) Inspections Manage all aspects of the Inspection process and seamlessly integrate inspections into the iPad app.](https://visualapprovals.com.au/product/inspections) ##### [![Feature Quotes](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Features/Quotes/Icons/Feature%20Quotes.svg) Quotes Generate a quote and simply convert it to a job with the Building Application wizard.](https://visualapprovals.com.au/product/quotes) ##### [![Feature Visual Inspector](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Features/Visual%20Inspector/Icons/Feature%20Visual%20Inspector.svg) Visual Inspector Streamline site inspections using an iPad, eliminating the need for paper checklists.](https://visualapprovals.com.au/product/visual-inspector) ##### [![Feature Clients](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Features/Clients/Icons/Feature%20Clients.svg) Clients Build a comprehensive client list with industry-specific classifications and find contacts fast.](https://visualapprovals.com.au/product/clients) ##### [![Feature Councils](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Features/Councils/Icons/Feature%20%20Councils.svg) Councils Easily navigate council compliance with our pre-configured document templates.](https://visualapprovals.com.au/product/councils) ##### [![Feature Employees](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Features/Employees/Icons/Feature%20Employees.svg) Employees Relevant, comprehensive employee information at your fingertips.](https://visualapprovals.com.au/product/employees) ##### [![Feature Documents](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Features/Document%20Management/Icons/Feature%20Documents.svg) Document Management Simplify document management with automated templates.](https://visualapprovals.com.au/product/document-management) ##### [![Feature Emails](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Features/Email%20Management/Icons/Feature%20Emails.svg) Email Management Streamline electronic email communication for every client.](https://visualapprovals.com.au/product/email-management) ##### [![Feature Tasks](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Features/Tasks/Icons/Feature%20Tasks.svg) Tasks Tasks and follow-ups make it easy to keep up with time-sensitive quotes and application activities](https://visualapprovals.com.au/product/tasks) ##### [![Feature Invoicing](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Features/Invoicing/Icons/Feature%20Invoicing.svg) Invoicing Seamless two-way sync integration with Xero, Quickbooks, or Myob accounting packages.](https://visualapprovals.com.au/product/invoicing) ##### [![Purchasing Highlights 1](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Features/Purchasing/Icons/Purchasing%20Highlights%201.svg) Purchasing Keep track of job expenses and better manage third-party payments with simple purchase invoices.](https://visualapprovals.com.au/product/purchasing) ##### [![Integrations](https://visualapprovals.com.au/hubfs/1.%20Site%20Assets/Menu/Icons/Integrations.svg) Xero Integration Two powerful tools have joined forces to streamline your finances.](https://visualapprovals.com.au/integrations/xero) [Business Systems](https://visualapprovals.com.au/blog/tag/business-systems) # Task Management: Best Practice use of Follow-Ups August 22, 2023 1 Min read Task management is a fundamental part of the approval process and therefore an important feature within Visual Approvals. Prioritizing tasks, assigning them to employees, and following up to ensure completion are all critical for successfully managing applications. To ensure your building certification business stays on top of jobs, applications, approvals and certificates, we've listed some 'best practice' recommendations to follow when using VA follow-ups. - Allow required tasks to be applied to an application and saved for a future time - The task follow up can be applied to any employee or shared with a group of employees - Follow-ups can be applied to an application, a service or a document type - Task requests are kept within the program and stored with who requested, date and time or request for tracking - Set automatic follow-ups for some generic processes such as reminders of currency period lapsing - Employees can easily see all the tasks assigned to them and sort them in meaningful ways (i.e. how many new assessments do I have) - The follow-ups screen allows for sharing of follow-ups amongst employees, so nothing is missed - Managers can see all follow-ups to check workflow across the business - Follow-ups can be re-assigned to allow work to move between employees easily Speak to your friendly VA team member if you need to implement or review your usage of tasks and follow-ups in your business. - Share - [![](https://325503.fs1.hubspotusercontent-na1.net/hubfs/325503/Visual%20Approvals/facebook%20Copy%203.svg)](https://www.linkedin.com/shareArticle?mini=true&url=https://visualapprovals.com.au/blog/task-management-follow-ups) - [![](https://325503.fs1.hubspotusercontent-na1.net/hubfs/325503/Visual%20Approvals/facebook%20Copy.svg)](https://twitter.com/home?status=https://visualapprovals.com.au/blog/task-management-follow-ups) - [![](https://325503.fs1.hubspotusercontent-na1.net/hubfs/325503/Visual%20Approvals/instagram-ic.svg)](https://instagram.com/home?status=https://visualapprovals.com.au/blog/task-management-follow-ups) - [![](https://325503.fs1.hubspotusercontent-na1.net/hubfs/325503/Visual%20Approvals/facebook.svg)](https://www.facebook.com/sharer/sharer.php?u=https://visualapprovals.com.au/blog/task-management-follow-ups) #### Read More ###### [Building Commission NSW - Building Certifier Audits](https://visualapprovals.com.au/blog/building-commission-nsw-building-certifier-audits) ###### [NCC 2022 Amendment 1 - Updates](https://visualapprovals.com.au/blog/changes-to-the-national-construction-code-ncc-2022-amendment-1) ###### [Optimizing Operations: Integrating your Building Approval Platform with Xero](https://visualapprovals.com.au/blog/integrating-your-building-approval-platform-with-xero) See VA in Action #### Book a Demo ![](https://325503.fs1.hubspotusercontent-na1.net/hubfs/325503/Visual%20Approvals/Rectangle%20175%20(Stroke).svg) ### Keep Reading #### [Announcements Client Usage Survey Wrap Up and Winner Announced! 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