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

   Open

   

    

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.

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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.