Follow Up Tasks are tasks that can be created from the New Profile Wizard, when adding a new document, and the Records right-click menu.


The Create Follow Up Task box appears.

The phrase 'Follow Up' is added to the title automatically so that these tasks can found quickly by searching on these key words.

Title - edit or accept the new task's title.

Details - edit or enter a description for the task.

Due Date - edit or enter a due date for this task.

Assigned To - choose a person to assign this task to.