Follow-ups

A follow-up is a reminder that something needs to be done by someone at some point in time. This task could be done now, or later. The creator of the Follow-up can refer it to himself, or to someone else.

A follow-up can also be associated with a Contact. Then, other users can use the Contact's card to find every follow-up ever written about him. 

The following web pages explain how to use follow-ups. If you are not familiar with follow-ups at all, start with the Introduction and 'Writing a simple follow-up':

Introduction

Writing a simple follow-up

- Writing a reminder

- Closing a follow-up

Associating a follow-up with a Contact

Referring a Contact to another user

Managing follow-ups effectively

- Email notification for urgent follow-ups

- Searching for a particular follow-up

- Displaying and printing reports

Administrators can select the Contacts that a TeemWork user can associate with a follow-up. See Access to Contact Types for more details.