Creating Follow-up Tasks

View - Activity - Activity templates

There are a number of processes in the Contact, Sales, Purchase, Logistics and Accounting modules that can be activated and that will then automatically generate follow-up tasks. You decide yourself, which processes you would like to prompt follow-up task generations. The overview of which follow-up tasks you are able to activate can be found by going to View - Activity - Follow-up tasks.

Throughout the program you will encounter question boxes once you have performed a follow-up task prompting process, asking you whether you would like to create a follow-up task. If you would rather not have this box pop up, you can tick the Do not show this message again box. The setting is also adjustable when editing follow-up tasks.

Deciding which processes should trigger the generation of a follow-up task in your company requires some serious thought. Think about which functions you regularly use in the program and how far they require follow-up. Activating too many follow-up tasks can easily lead to your activity list becoming crowded and difficult to navigate rather than it being helpful.

One example for when a follow-up activity may be helpful is the Invoicing process. You would set the follow-up tasks to commence on the invoice's due date, or another convenient start date. The task could remind you to check for example, whether payment for the invoice has been received.

By highlighting a process and clicking on Edit you can activate or de-activate follow-up tasks. You can also enter default values for new tasks that are to be created automatically. If you select Do not show this message again you will not receive messages asking you whether you would like to create a follow-up task for this process.

In the Follow-up task window for each process you can edit the Start time of when a task should commence, the Priority, Type, Status and who should be Responsible. In the Note field you can register more detailed information and if you like, you can choose to Open activity upon creation. This will give the opportunity to register more information about every task directly upon creating them.

NOTE: The settings for how and when follow-up tasks will be created apply per company database. Please also note that the default values for a follow-up task will override the activity user settings.