Create Custom Follow-up Types For Action Items

You can choose a Follow-up type when creating a single or multiple action items from the options listed under the Follow-up field of the Action Item form (or Multi-Followup form) or can create and save in the Memorized List new follow-up types to fit your needs. 

1. Begin by using one of the methods to create an Action Item.
2. In the Follow-up field, click  to open the Memorized List form.
3. To add a new follow-up type, select a new row at the bottom of the list (indicated with a * to the left of the row), and enter the new follow-up type. 
4. When finished,   OK   to save and close the form.

The new type can now be selected from the Follow-up field on the Action Item form as well as the Multi-Followup form.