10-29-2012 01:35 PM
Handling tasks efficiently in ACT!
I am a new user to ACT!
There must be a simpler way to do what I am doing in managing tasks….
This is what I do
1) See a task in my list
2) Click on the task
3) Do the task
4) Schedule another task related to this.
Once this is done, I find I am taken back to the very top of my tasks. Then I must scroll down, find the original task in my list, click on it and complete.
Then I am taken back to the very top of my task list again, and I must find my way back down to where I was before in my task list……is there an easier way to do this?
10-29-2012 02:28 PM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
10-29-2012 04:32 PM
I am sorry. I am not following.
When I finish the task, I schedule the next by clicking call/meeting/to do and selecting the time and date I want to do it. Once I do that, I do not see a place I can clear the current task at the same time.
Do you have a series of screen shots I can see to do this?
Thank you very much for your help
10-29-2012 06:57 PM
What Greig was saying is that once you've done the task, you right-click it and select Clear Activity. This brings up the Clear Activity window at the bottom of which you have a Follow-Up button which allows you to schedule a follow-up activity at the same time you clear the task.