- From the sidebar navigation, click Contacts, then Contact List.
- Double-click on the desired contact, or select the checkbox to the left of the contact, then click to open the profile.
- Select theAction Items tab to open, then when finished, clickto close.
- (1): Click to create a new single or repeating action item.
- (2) Date: Date of the action item
- (3) Follow-up: The action item type which allows you to group them
- (4) Description: The description of the action item
- (5): Click to delete the action item