---
title: "Next Step Generic Task Template"
slug: "next-step-generic-task-template"
updated: 2026-05-29T06:25:51Z
published: 2026-05-29T06:25:51Z
canonical: "zenoplesupport.aqore.com/next-step-generic-task-template"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://zenoplesupport.aqore.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Next Step Generic Task Template

**What the feature is** A new organization-wide generic task template named **“Next Step”** that can be created across multiple navigation areas to standardize follow-up actions.

**Functionality**

- **Where it appears / Applicable modules**  
The **Next Step** task template is available in task creation sections across:
  - LTS
  - NCO
  - SPM
  - CMS
  - Contact Navigation
  - Comment Navigation
- **New UI elements or indicators**
  - **Green Arrow Indicator**
    - Appears before the customer’s name when at least one pending Next Step task exists.
    - Tooltip: *“Next step task: pending”*
    - Visible in **Directory**, **Finish Line**, and **Productivity Board**.
  - **Red Arrow Indicator**
    - Appears when a Next Step task passes its due date.
    - Tooltip: *“Next step task: overdue”*.
- **User interaction behavior**
  - Creating a Next Step task from any supported application or from the contact comment section displays the appropriate arrow next to the associated customer.
  - When a Next Step task is marked as completed, a pop-up message appears:
    - *“Do you want to add another next step task?”*
  - If multiple office staff create Next Step tasks for the same customer, the arrow indicator remains visible until all Next Step tasks are completed.
  - Once all Next Step tasks are completed or archived, the arrow indicator is automatically hidden or disabled.
  - When a next-step task exists for a department within a customer, the arrow indicator will be displayed next to the department name instead of the primary organization name.
  - When a department with an existing next-step task is transferred from one customer to another, the arrow indicator will be displayed next to the department name under the customer to which it was transferred.
  - When a customer with an existing next-step task is merged with another customer, the arrow indicator will also be displayed next to the active merged customer name.