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Forms: Follow-up actions

Updated: Illia Khomenko Edited:
Note: You need admin permissions to enable follow-up actions on a form. Any user who can submit a form can create a follow-up action, as long as the form has follow-up actions enabled.
Follow-up actions turn every issue into a defined, trackable task instantly. Each follow-up is anchored to the exact form, photo, task, or project where the issue was identified, so leaders can correlate corrections back to their original source, coach underperforming stores, and confirm that issues are actually fixed. 

In this article we'll walk through how to enable follow-up actions on a form, how to create one during a submission, and how to track follow-up actions across your locations.

🔍 Navigate this article:

  1. About follow-up actions
  2. Enable follow-up actions
  3. Create a follow-up action
  4. Track follow-up actions
  5. FAQs

About follow-up actions

Follow-up actions are corrective tasks that can be added to any task, photo, form, or project at the moment an issue is identified - not just during formal audits. Every follow-up action is permanently linked to its source, so you can trace exactly which question, photo, or check the correction came from.

Use follow-up actions to:

  • Flag specific issues found during a form submission or task review
  • Coach underperforming stores by attaching clear, role-specific corrections
  • Include instructional photos that show employees exactly how to resolve the issue
  • Set deadlines and assign to specific roles or locations so accountability is clear
  • Confirm that an issue was actually fixed—not just marked complete
Follow-up actions vs. triggers: Triggers are pre-programmed to fire automatically in response to certain answers or behaviors. Follow-up actions are added in the moment by the person submitting the form, to address something that wasn't captured by a trigger. Use both together for the strongest closed-loop execution.

Show me how: Click here for a walkthrough

Enable follow-up actions on a form

Before users can attach follow-up actions during a submission, the form must have follow-up actions enabled.

  1. Go to the 'Forms' section of Zenput. Find the form you want to enable follow-up actions - click the 3 dots next to it to Edit.
  1. In Form Builder, click 'Configure'.
  2. Check the box for 'Allow users to assign follow-up actions on completion', then publish your changes.
Screenshot 2026-05-13 at 15.04.26.png

Create a follow-up action

Anyone who can submit a form can create a follow-up action - as long as the form has follow-up actions enabled. Follow-ups can be created from the web app (when previewing a form, or when viewing a submission under Reports) or the mobile app when filling out a form.

 

From the mobile app:

  1. When submitting a form that has follow-up actions enabled, you'll now see the option to add a follow-up action at the bottom.
  1. Click "Add follow-up action", and fill in the follow-up details:
     
    • Add Image (optional) an instructional image 
    • Title - what needs to be done
    • Description - more details on what needs to be done
    • Require photo - in case you'd like photo proof that it was done
    • Due date — when it needs to be completed
    • Location – pulls up automatically, which location should this action be assigned to
    • Assigned To - select the user it will be assigned to
Screenshot 2026-05-13 at 15.14.12.png
  1. Click "Add" follow-up. The assignee will see the task under the Tasks tab.
Screenshot 2026-05-13 at 15.19.51.png

 

From the Reports tab:

  1. Go to Reports - find the needed report, and select the submission you'd like to create a follow-up action for.Screenshot 2026-05-13 at 15.25.24.png
    Screenshot 2026-05-13 at 15.26.07.png
  1. Click "Add follow-up action", and fill in the follow-up details:Screenshot 2026-05-13 at 15.26.37.png
    Screenshot 2026-05-13 at 15.22.25.png
  1. Click "Create". The assignee will see the task under the Tasks tab.

Track follow-up actions

All follow-up actions appear in the Follow-up actions menu in Ops Execution, giving above-store leaders and franchise business coaches (FBCs) a single place to monitor corrective work across locations.

  1. Click on the Tasks tab and select Follow-up actions from the main menu.Screenshot 2026-05-13 at 15.34.31.png
  1. Use the dashboard to:
    • View status for each follow-up (open, in progress, completed)
    • Filter by location to see what's outstanding at a specific store
    • Track completion rates and overdue actions
    • Open any follow-up to view the original task, form, or photo it was created from
    • View and edit the individual follow-up action tasks by clicking the 3 dots next to a follow-up action 
Screenshot 2026-05-13 at 15.35.09.png

FAQs

Who can create a follow-up action?

Anyone who can submit a form can create a follow-up action during submission - the form just needs to have follow-up actions enabled by an admin or form editor.

What's the difference between follow-up actions and triggers?

Triggers are pre-programmed to fire automatically in response to specific answers or behaviors (for example, a failed temperature reading). Follow-up actions are added in the moment by the person submitting the form, to address any issue that wasn't already captured by a trigger. They work well together.

What types of follow-up actions are supported in this release?

In this first release, all follow-up actions are simple tasks - either text-based or photo-based. They can be assigned to a role and location, with a deadline.

Can I add a follow-up action to any form?

Follow-up actions can be added to any form that has them enabled. To enable follow-up actions on a form, edit the form, go to Configure, and check 'Allow users to assign follow-up actions on completion'.

Are follow-up actions available on mobile?

Yes. Follow-up actions can be created and managed on both the web and mobile apps, so leaders can act on issues whether they're in-store on a tablet or working remotely on a laptop.

Where can I see all the follow-up actions across my locations?

All follow-up actions appear in the Follow-up actions menu in Ops Execution. From there, you can filter by location, view status, and track completion rates.

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