Feature Overview: Streak Upcoming

Streak Upcoming is both a central location to see your Tasks  as well as  an interactive feature to complete your follow ups. Mark a Task as done, update the Due Date, or navigate to the associated Box, all without leaving the Upcoming tab. 

Note: Streak Upcoming only shows Tasks with due dates. 

You can access Streak Upcoming from the Gmail sidebar. 

Actions & Keywords

We automatically offer appropriate actions based on the text of your Tasks, in conjunction with Streak Contacts

  • If your Task is a reminder to make a call, we’ll offer the 'Call' action and pull the phone number from the Contact Card.
    • Ex. "Call John" - use keyword 'call'

  • If your Task is a reminder to email a specific person, we’ll offer the 'Email' action, which opens a new compose window, autofills the email address from the Streak Contact, and adds the email to the correct Box.
    • Ex. "Email John" - use keyword 'email'

  • If your Task is a reminder to schedule an event or next steps, we'll offer the 'Event' action, which opens a new Google Calendar event and automatically adds the Streak Contact to the guest list. 
    • Ex. "Schedule interview" - use keyword 'schedule'

Using the keyword 'follow up' will produce all actions: call, email, and schedule.

Filter by Pipeline

You can filter to only see Tasks from a specific Pipeline:

Filter by People

You can also filter to only see Tasks assigned to a specific person on your Team:

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