Create a Single, Multiple, or Repeating, or Action Items

Action Items can be created from either the Contact Profile or the Calendar and viewed from the Action Items tab of the profile, the Upcoming Events sidebar, or the Calendar.

Locations:

From the Contact Profile

From the Calendar

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From the Contact Profile

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Single Action Item:

1. After opening a contact profile, from the profile toolbar, select the action items button then choose Action Item (or from the Action Items tab, select the add action items button ).
2. From the Date field, enter the due date or select from the calendar picker.
3. From the Follow Up drop-down, select the type of follow-up, or select the edit buttonto create a new type.
4. In the Description field, the contact's name will be used. Change or add any additional necessary information.
5. If necessary, change the Priority (between 1 and 6).
6. If the task needs to be repeated, click Repeat to enter the additional information.
7. When finished, click Add to save and add another, or click OK to save and close.

Note: The Linked To field ensures the task is linked to the contact, and the Completion Date should remain blank until the task has been completed. 

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Multiple Action Items:

1. After opening a contact profile, from the profile toolbar, select the action items button   then choose Multiple Action Items.
2. From the Follow-up drop-down, select the interval, then select the add button.
3. To add another action item, from the Follow-up drop-down, select another interval, then select the add button.
4. When finished, select OK.

Tip: Use the Quick Add option and select 2 + 2 + 2, 3 + 3 +3, or 4 + 4 + 4 from the drop-down in the lower lefthand corner to automatically add three follow-ups for the specified timeframe chosen (2 Day, 2 Week, and 2 Month, etc.).

From the Calendar

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From the sidebar navigation, selectCalendar.

1. From the calendar toolbar, select the action items button.
2. From the Date field, enter the due date or select from the calendar picker.
3. From the Follow Up drop-down, select the type of follow-up, or select the edit buttonto create a new type.
4. In the Description field, enter the contact's name and any additional necessary information.
5. If necessary, change the Priority (between 1 and 6).
6. If the task needs to be repeated, click Repeat to enter the additional information.
7. From the Linked To drop-down field, select the contact with which the task is associated.
8. When finished, click Add to save and add another, or select OK to save and close.

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Additional Information:

• Profile: Action Items tab
• Calendar