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.
Next Steps are an extension of the higher level Stages—they should mirror your workflow and all of the things you need to get done to move to the next Stage.
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 (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.
2.) Tap on Settings
3.) Scroll down to the Customizations section and tap on the arrow to expand
4.) In the Customize section scroll down to People, 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.