How do I create a follow up in my agenda?

Updated on May 27, 2015 06:11AM by Admin

Agenda allows you to keep things that you need to be done or solved such as events, tasks and follow ups. It allows you to create follow ups using create option. The followups which are created in agenda will also get reflect in my followups tab.

Steps to create follow up in my agenda

  1. Log in to your account.
  2. Click on “My Agenda” from the left navigation panel.
  3. Click on “Create” button and select “Follow Up” from the drop down menu.
    Create Follow up - My Agenda
  4. You can view “Create Follow Up” page, which provides:
    • App  – Select “App” from the drop down menu.
    • Search – Search and select association to the follow up schedule.
    • Follow Up Date – Choose a date for the follow up schedule.
    • Description – Description of the follow up scheduled.
    • Reminder Time – You can enter the time, this will remind you about the event.
    • Assigned To – Click on icon to assign tasks to employees.
      Create follow up
  5. Click on “Create” button to complete.

How do I complete follow up?

Once you create the follow up, you can view in appropriate section like "Today's follow up" or "Overdue Follow Ups".
Today's follow up
Click on "Mark as Complete" icon. You can also provide notes for completing follow up, type the note description, if needed as shown in the image below:
Note description
You can view the success message.
Success message

How do I create an event in my agenda?

Agenda allows you to create your Event , Task, Follow up.You can create your event in Agenda using Home -> My Agenda -> Create -> Event

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