- Open a visitor and choose Add a follow-up task from the top of Overview, or Review follow-up tasks when work is already open.
- Check the preferred contact method and permission for email, text, and phone both before opening a task and while planning it.
- Choose a staff owner, one useful next action, and a due time using the existing task form, with clearer field labels for keyboard and assistive technology.
A clearer next action for visitor follow-up
Plan one personal response from the visitor overview, with contact permission beside the task fields.
October 16, 2026
Visitor Inbox now gives staff a clearer route from a new guest response to one
personal follow-up task.
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