Action Items are used to track tasks and can be linked to a contact, though not required. They can be created as single items, multiple items, or repeating items.
Single Action Item
- Date: The date where the action item will be added to the calendar (defaults to the current date)
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Follow-up: Customize the type of task (click
to edit the existing list)
- Description: Displays the contact's name by default
- Priority: The priority of the task is set from 1 to 6, with 1 as default
- Linked to: Links the action item to the corresponding contact
- Completion Date: The actual date that the action item was completed on
- Repeat: Option to choose if the action item will be repeated and the interval (Daily, Weekly, Monthly by date or day, and yearly)
Multiple Action Items
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Follow-up: Select the type from the drop-down Next Day Contact, 2 Day Contact, 3 Day Contact, or 4 Day Contact. Then select
to add the Action Item to the grid. Once added, the information can be changed. - Type: By default, the Type is the interval selected from the Follow-up drop-down but can be changed to a different interval.
- Date: The date when the action item will be added to the calendar, and it depends on which Follow-up type was added (the date can be changed).
- Description: Displays the contact's name by default (the Description can be changed)
- Follow-up: By default, uses the interval Type, but a different type can be selected from the drop-down of previously used options. Options cannot be changed or updated from the Multi-Followup form, but can be edited, added to, or deleted from the single Action Item form.
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: Select to delete a row. - Quick Add: Select from three pre-defined options 2 + 2 + 2, 3 + 3 + 3, or 4 + 4 + 4, which will add three Action items, one each for days, weeks, and months (either 2, 3, or 4, respectively)