A follow-up task is a task which is associated with a company or contact. A follow-up task is displayed in the Pending tab of the Company, Contact or History views until it has been completed. When completed, the task will be displayed in the History tab of the relevant view.
OfficeTalk lets you create follow-up tasks for companies, contacts, conversations and documents (such as letters and faxes). You can create a follow-up task in the following way:
Click the right mouse button on either a company, contact, document or conversation from the Company, Contact or History view and select Assign Task… from the context sensitive menu.
The Select User dialog box will appear, prompting you to specify the user to whom the follow-up task should be assigned.
Only users to whom you have at least create access will appear in the drop down list. Select the relevant user and press OK. The Task property sheet is displayed.
Fill out the fields of the Task property sheet, optionally specifying a deadline by which time the task must be completed. Press OK to save your changes. If you assign the task to a user other than yourself, an Instructions dialog box is displayed next, letting you enter instructions for completing the task. When you press OK on the Instructions dialog box, provided you selected a user other than yourself, an e-mail message is sent to that user, informing them of the task assignment. The task will appear in the Pending list against the relevant company or contact. For example, if you create a follow up task for a conversation then the task is associated with the company or contact with whom you had the conversation. A public user link is created which links the task with the associated item (the conversation in this example).