Can I see my “Queue a follow-up” activities on the same report as tasks and events?
Actually, follow-up are on a separate report by-design. They are not intended to interfere with more important tasks and events (which MUST happen). They are conceptually something that you would set time aside to do. Clients needed a “separate” list for these types of things. Here’s a snip from our tutorial:
You need to keep tabs on situations to get the outcome you want. Event and task activities will get them on your radar, but those activities have many options to set and a growing list will quickly clutter up your calendar. The solution is to place the light-weight activity “queue a follow-up” on a contact, project blog or company page to get the details out of your head and into a shared list that’s easy to manage.
Generally Follow-ups don’t interrupt your day and completing them doesn’t require much preparation or time. At points during the work week that inside voice would say “let’s knock off some follow-ups now”. Attentiveness impresses clients and moves the initiatives forward until they pay off.