Calendar > Create a follow-up task from a Task
From a Tasks details window:
1. Click Follow-Up in the footer to display the following
Action menu:
2. Selecting an Action creates a new task with default information from the appointment Listed below are the fields that are auto-populated.
● If Create Task is selected, a Task dialog displays:
o Subject – Re: [Task Subject]
o File – Associated File
o Body –
Regarding task from [Date/Time] - [Task Subject]
[Task Body]
● If Send as Email is selected, an Email window displays:
o Subject – Re: [Task Subject]
o File – Associated File
o Body –
Regarding task from [Date/Time] - [Task Subject]
[Task Body]
● If Make Phone Call is selected, a New Phone Call dialog displays:
o File – Associated File
o Body –
Regarding task from [Date/Time] - [Task Subject]
[Task Body]
● If Schedule Appointment is selected, an Appointment dialog displays:
o Subject – Re: [Task Subject]
o File – Associated File
o Body –
Regarding task from [Date/Time] - [Task Subject]
[Task Body]
● If Add Note is selected, a New Note dialog displays:
o File – Associated File
o Body –
Regarding task from [Date/Time] [Task Subject]
[Task Body]
● Tasks
Amicus Cloud (July 2023)
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