Lots of people are enjoying our new Friday did you know so I am asking my staff for ideas to keep this going. Don said “you know what I use all the time? The Follow up button when I close an activity.”
It really is a good button and makes sense. You just closed an activity – it’s probably not the last thing you are doing with the project/client/task so why not create a followup that automatically puts in the existing subject line and all you have to do is pick a date. It’s such a simple thing but one that really works.
So, if you didn’t know it was there – we hope you like this tip. If you did know this, we are hoping you use this really efficient process.