Creating a Follow-up

  1. Select the task for which you want to create a follow-up
  2. Click on the gear icon next to Follow Ups
  3. Click on the empty circle to select the team member to whom you would like to assign the follow up
  4. Click the team members name to whom you would like to assign the follow up
  5. In the task description text box, type a description of the follow up item for the team member
  6. Click the due date text box.  A calendar will display, from which you can select the due date for the follow up
  7. Click on the priority box to assign a priority for the follow up item
  8. Click the Add button to send the follow up to the team member

 *The follow up item will be displayed on the project dashboard and on the MyWork landing page of the assigned team member.

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