How do I view a Follow Up in My Agenda?

Updated on May 30, 2020 06:28AM by Admin

You can view Follow Ups in two different formats in My Agenda

  1. Calendar view
  2. List view

Steps to View in Calendar View

  • Login to your account. Select “My Agenda” from the left navigation panel. Conventionally, the My Agenda page is displayed in the Calendar View.
Calendar View
  • Click on a follow up to view. The View Follow Up side panel will come into view. From this page, you can mark a follow up as complete.
View Follow Up
  • You can also add a note to the Follow Up.

Steps to View in List View

  • In the My Agenda page, switch to the List View.
List View
  • In the List View page, select a follow up whose details should be viewed.
View Follow Up
  • In the View Follow Up side panel, you can mark a follow up as complete. Additionally, you can also add a note to the follow up.

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