How do I track next steps in my Project and Deals?  | Cloze, Inc.

How do I track next steps in my Project and Deals?

Add Next Steps to Project and Deals to help you keep track of what you've done and what you have left to do. Think of Next Steps as repeatable check lists that you can write once and reuse.

For example, you might have specific steps you walk through for each active project. Or in sales you might follow a specific sales process for potential customers.

Set these up as Next Steps and you'll always know what steps are done, and you'll be reminded to follow-up on the next thing you have to get done — automatically.

Please follow the instructions below to add your own Steps. 

1.) Tap on More (lower right on iOS/Android or lower left on cloze.com)

 

2.) Tap on Settings in menu. 

 

3.) Scroll down to the Cloze Pro section and tap on Customize

 

4.) In the Customize section scroll down to Projects (or Deals or other label you may have used). 

 

 

5.) Tap on the Add Step link to add your first Step and repeat for each Step you would like to track. 

 

6.) Tap on the gear icon to edit the Step name and add a reminder.

 

7.) You can have Cloze remind you a few days after each Step. For each Step you can set a reminder time and custom template.

In this example you would be reminded 10 days after your "Invoice" step.

 

You can also customize the template in the email composer: