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How do I set a Follow-up task?

Using Mailbutler

How do I set a Follow-up task?

Mailbutler can remind you to follow up with your leads, so that you never miss an opportunity again!

Last updated on 18 Feb, 2026


For more information about Tasks, head to this article.

How do I manually add a Follow-up task to my email?

Apple Mail

1. Go to an existing email or start composing a new one.

1. Click the Mailbutler icon at the top of your Apple Mail window to open the Mailbutler Sidebar.

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3. Click on the QuickTask dropdown button.

4. Select Follow-up task.


5. You can change the pre-set reminder or automation for your Follow-up task by clicking anywhere inside the Task and then clicking on the pre-set reminder or automation.

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Gmail

1. Go to an existing email.

2. Click on the Mailbutler icon to open the Mailbutler Sidebar.

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3. Click on the QuickTask dropdown button.

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4. Select Follow-up task.


5. You can change the pre-set reminder or automation for your Follow-up task by clicking anywhere inside the Task and then clicking on the pre-set reminder or automation.

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Outlook

1. Go to an existing email, or start composing a new one.

2. Open the Mailbutler Sidebar.

3. Go to the Mailbutler sidebar and click on the QuickTask dropdown button.

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4. Select Follow-up task.

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5. You can change the pre-set reminder or automation for your Follow-up task by clicking anywhere inside the Task and then clicking on the pre-set reminder or automation.

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Mobile App

 1. Open the Mailbutler Mobile App and go to the Emails tab.

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2. Open the email that you want to add a Follow-up task to.


3. Click on the QuickTask dropdown button.

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4. Select Follow-up task.

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5. You can change the pre-set reminder or automation for your Follow-up task by clicking anywhere inside the Task and then clicking on the pre-set reminder or automation.
 

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How do I automatically add Follow-up tasks to all of my emails?


Mailbutler can automatically add a Follow-up task to each emails that you sent out.

1. Open the Mailbutler sidebar in your email client.

2. In the Mailbutler Sidebar, click the three dots and then Account & Preferences.

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3. A new window will open. Select Automations under Preferences in the sidebar on the left.

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4. Select Add follow-up task to email.

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How do I view all of my Follow-up tasks in a list?

 

You can find an overview of all your Follow-up tasks under the Tasks tab in your navigation bar, and manage your Follow-up tasks from there (mark as completed, delete).

1. Open the Mailbutler sidebar in your email client.

2. Click on the Tasks tab to view a list of all your Tasks.

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How do I enable Follow-up task notifications?

1. Open the Mailbutler sidebar in your email client.

2. In the Mailbutler Sidebar, click the three dots and then Account & Preferences.

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3. A new window will open. Select Notifications under Preferences in the sidebar on the left.

4. Tick the box next to "Task reminder due" to receive notifications on your desktop when your Tasks are due.

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For more information about Automations, head to this article.

For more information about Tasks, head to this article.

 

 

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