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Follow-on Activities

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Commonly when working with Activities you'll want to close the Activity you're working on and create a new one that carries through the Description information recorded in the original Activity.  Workbooks can do this for you and adds the date and time that the previous Activity was completed so you can easily see the history of when you've made (or tried to make) contact.

Tip

Remember to check all the details of the Follow-up Activity are correct as they'll be copied from the original one.

To create a Follow-on Activity simply click Actions > Complete and follow-on Activity or Complete and follow-on Meeting.

This will change the Status of your original Activity to Complete (setting the Completed Date to today) and will automatically open a new Activity record.

Workbooks automatically relates the original Activity to the new one and you can hyperlink from one to the other within the Related Items tab.

When you're happy with the details on the new Activity click Save or Save & Close.

Related content

You can create Meeting Activities in Workbooks, just as you would any other type of Activity.
The record looks similar to other Activity records but includes fields for Location, Start and ...

Tip
Creating a Follow-on Activity is the quickest way to complete an existing Activity and enter a new one.
Overdue Activities will be highlighted in red in your Activities Landing Page.

Di ...

Creating Activities in Workbooks enables you to track and record the interactions you have with People and Organisations . You can schedule an Activity to take place in the future, specifying ...