The Add a Follow-Up action menu item allow you to create tasks that are assigned to yourself or one or more other users and / or including yourself. You will want to use follow-ups when want to assign a task that has a date due, but no specific time of day.
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You can assign follow-ups to any top level record type such as: company locations, contacts, projects, service agreements, serviceable items, service tickets and help desk incidents.
Click the Add a Follow-Up action menu item
You will notice that the company location you created the follow-up on shows on the Attached To
This attached to an be changed at any time by dragging and dropping any of the afore mentioned top level record types from Search e-manage, Recent Records, Favorites or any grid with those types of records in it
Choose a follow-up type from the Follow-Up Type drop down list box
Add a Regarding to the Regarding text box
Choose a Due By Date using the Due By Drop Down Calendar Box
Choose whether or not the Follow-Up is High Priority
Assign at least one user to the follow-up
Click the Save button
A pop-up notification will appear on the user's computer that the follow-up was assigned to. If it was assigned to you, you will get a notification within 2 minutes of having saved the follow-up.