How to create & assign a follow-up

Follow-ups are action items pinned to a specific row in your run of show. They capture the small promises that pile up during rehearsal — "send the keynote a fresh laptop," "double-check the lower-third spelling," "confirm walk-on music" — so nothing falls through.

Follow-ups live on the row they relate to, so you always know exactly what they're about — which cue, which speaker, which moment in the show. The session header keeps a running count, and the dashboard rolls every event's follow-ups into a single banner that reads something like “6 items need follow-up across 4 sessions”.

Step 1 — Turn on "Show Tasks"

Above the run-of-show grid, click Show Tasks. This is the master toggle that exposes every follow-up inline on the row it belongs to, plus the affordances for adding new ones. The button label flips to Hide Tasks while tasks are visible. Without it, the follow-ups area is collapsed and the + hover icon won't appear.

Why a toggle?

Run-of-show grids get visually busy fast. Hiding tasks gives you a clean read of the show timing during rehearsal; showing them puts every action item back in context. Most producers leave Show Tasks on during planning week and turn it off during showtime.

Step 2 — Hover the row, click +

With tasks visible, hover any row. A small + icon appears at the right edge of the row's follow-ups lane. Click it to open the inline Follow-ups popover. No modal, no page change — the form lives right inside the row.

You'll see three fields:

The popover header reads Follow-ups and shows the helper text “Follow-ups show in the dashboard and printed sheets.”

Pro tip

Press Cmd+Enter (or Ctrl+Enter on Windows) inside the note field to save without lifting your hands off the keyboard.

Step 3 — Save and review

Click Save. Overture shows a brief Saving… indicator in the top bar, then the green All saved badge returns. Your new follow-up renders inline as a colored chip with the priority, the assignee, and the first part of the note. Hover the chip to see the pencil (edit) and × (delete) icons — plus a checkbox tooltipped Mark complete for one-click completion.

Watch the full flow

Short demo: open a session, click Show Tasks to expose existing follow-ups, hover a row, click the + icon, fill in priority, note, and assignee, save, and watch the new chip appear inline.

Creating a follow-up end-to-end — toggle Show Tasks, hover the row, click +, write the note, assign an owner, save.

Who can create them?

Producers and Crew can create, edit, and delete follow-ups, and mark them complete. Viewers can see follow-ups but can't add or change them. See Producer vs Crew vs Viewer for the full breakdown.

What the assignee sees

Anyone with a follow-up assigned to them — by name, fuzzy match, or exact account — sees it at My Follow-ups in their app. It's sorted by priority, then by event, then by session, so the most urgent items float to the top.

Heads up

The Assigned to field is free text — it's not strictly tied to an account. That's deliberate, so you can assign a follow-up to "Bob from AV" before you've added Bob as an Overture user. The trade-off: if you misspell a name, it won't match. Pick from the suggestions when you can.