/
Create New Follow-Up on a Project

Create New Follow-Up on a Project

Follow-Ups are a way to track and assign tasks to yourself or others pertaining to a project. You can access the grid listing of open and completed Follow-Ups on a project by clicking the “Follow-Ups” button under the History heading on the left-hand hamburger menu (more information on Project Follow Ups here).

To create a new Follow-Up, while you have the project open, follow the instructions below.

  1. Select New Items > Follow-Up from the top ribbon/menu

     

  2. Fill in the Required fields marked with an * . If it needs immediate attention, you can choose to mark it as such by checking the “High Priority” box.

     

  3. Highlight the Username then click the > to assign the follow-up to the selected user.

     

  4. The username will then move from the left “Available Users” section to the “Assigned Users” section and Save.

Related content

Project Follow Ups
Project Follow Ups
More like this
Create a New Follow-Up on a Contact
Create a New Follow-Up on a Contact
More like this
Add a Follow-Up to a Company
Add a Follow-Up to a Company
More like this
Company Follow Ups
Company Follow Ups
More like this
Contact: Follow Ups
Contact: Follow Ups
More like this
Add a Note / Alert to a Project
Add a Note / Alert to a Project
More like this