task-followup-row molecule experimental A CRM follow-up task row with a completion checkbox, title, related contact, and a due-date pill that flags overdue.
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Send proposal to Northwind
Dana Whitfield
Follow up on unpaid invoice
Vertex Logistics
crm/task-followup-rowname: "Task Follow-up Row"
short_description: A CRM follow-up task row with a completion checkbox, title, related contact, and a due-date pill that flags overdue.
long_visual_description: >
A horizontal row on the surface colour with a card radius and soft shadow. A square checkbox
leads the row and fills green with a check when the task is done, the task title in the heading
face with an optional muted contact beneath it fills the middle, and a rounded due-date pill
sits at the trailing edge. When the task is overdue the pill turns danger-coloured; when it is
done the title is struck through and muted.
use_cases:
- Row in a rep's follow-up or task queue.
- Next-steps checklist on a deal or account page.
- Overdue-follow-ups widget in a dashboard.
- Today's tasks list in a CRM home view.
- Reminder items tied to specific contacts.
- Post-call action items after logging an activity.
recommended_for:
- Scannable task lists where due-date urgency matters.
- Follow-ups that need a clear done and overdue state.
avoid_for:
- Rich project tasks with subtasks and assignees (use a task card).
- Calendar events (use an event or schedule component).
markets:
- Global
example_usage: >
Stack several in a card or list. Give each a title and a due string, an optional related
contact, and set overdue when the date has passed and done when it is complete. Both states
are driven by the overdue and done booleans, which toggle the pill colour and the struck-through
title via data-attribute variants.
props:
title: What the follow-up is; kept to one line.
due: Human-readable due date shown in the pill.
contact: Person or account the task relates to; optional, shown muted.
overdue: When true the due pill turns danger-coloured.
done: When true the checkbox fills and the title is struck through.
example_prompts:
- "Add a follow-up task to send the proposal, due tomorrow, for Dana Whitfield."
- "Show an overdue follow-up row in red."
- "List today's follow-ups with completion checkboxes."
relationships:
related:
- crm/contact-list-row
- crm/note-composer
- crm/email-sequence-step
lifecycle: experimental
content_model: A follow-up task with a title, a due date, an optional related contact, and overdue and done flags.
theming:
tokens_used:
- --color-surface
- --color-surface-raised
- --color-on-surface
- --color-on-surface-muted
- --color-success
- --color-success-contrast
- --color-danger
- --color-border
- --radius-card
- --radius-control
- --radius-pill
- --shadow-card
- --font-heading
editorial_guidance: >
Keep titles action-first, e.g. "Send proposal to Northwind". Set overdue only when the date has
genuinely passed - the danger colour should mean something. The checkbox and struck-through title
together make the done state obvious without relying on colour alone.
categorization:
category: CRM & Sales
subcategory: Tasks
atomic_type: molecule
usage_type: [list-item, card]
maturity: ai-generated
wcag:
level: AA
notes: The checkbox exposes role and aria-checked; overdue and done are conveyed by pill text and strike-through, not colour alone.
keyboard_support: None in the skeleton - the checkbox reflects state but the host app wires toggling.
seo_score: 30
text_direction: both
| Name | Type | Req |
|---|---|---|
| title | string | ✓ |
| due | string | ✓ |
| contact | string | |
| overdue | boolean | |
| done | boolean |