User Guide / Engage
Next Steps
The Next Steps feature in Rox helps you stay on top of customer follow-ups and action items by allowing you to create, manage, and track tasks directly in the platform. With reminders and daily digests, you can ensure nothing falls through the cracks. Here's how it works.
How to Add Next Steps
Enable the Next Steps Column:
In the Customer List View, scroll to the rightmost column.
Click the + button to open the column selector.
Filter and select the Next Steps column to add it to your view.
Add a Next Step:
In the Next Steps column, click to add a task.
Enter the action item (e.g., "Send Pricing Proposal").
Select a due date and time for the task.
Click Save to save the next step.
Add Multiple Next Steps:
You can add multiple tasks for the same customer. For example:
Task 1: "Send Pricing Proposal" (due on December 3rd).
Task 2: "Follow Up with Exec Team" (due on December 6th).
Each task will be saved and displayed in the Next Steps column.
How Rox Tracks and Notifies You
Daily Digest Notifications:
On the day tasks are due, Rox will include them in your Daily Digest email.
The email, sent each morning, highlights all due tasks, ensuring you’re reminded of your action items.
Next steps on auto-pilot
Meeting Integration:
If you use Rox’s Mac App or Pre-Meeting Briefing Hub, the platform can automatically generate next steps from meeting transcripts.
These tasks will be pre-populated in the Next Steps column, allowing you to adjust or rewrite them as needed.
Additional Features
Edit Next Steps:
Click on a task in the Next Steps column to edit its details (e.g., action item description, due date, or time).
Remove Next Steps:
Delete a task directly from the Next Steps column if it’s no longer required.