Friday Did You Know – ACT Follow up Button

By Patricia Egen • November 7th, 2014

Follow up Button in ACTLots 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.

 

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