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Creating a follow-up To-Do

Updated over a year ago

When you complete a To-Do, you have the option to create a follow-up To-Do:

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After you enter the Activity Code, Hours, Complete Date, etc., on the original To-Do, you can click on the radio button for the Follow-up To-Do in order to open the additional fields where you can enter information for the follow-up To-Do and assign it to yourself or somebody else:

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Note: The option for a follow-up To-Do is not available when you Quick-Complete a To-Do.

Once you choose to Save, Save and Close, or Save & Submit, the original To-Do gets completed and the follow-up To-Do is the one that is pending.

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