> ## Documentation Index > Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt > Use this file to discover all available pages before exploring further. # Add follow-up > How to add or copy meeting, to-do, or call in SuperOffice CRM. Creating follow-ups and scheduling all meetings and activities in your SuperOffice Diary help you to always have a complete overview of what is happening, build up solid communication history, and keep your colleagues informed. ## Steps There are many ways to create a follow-up. This method works from anywhere in SuperOffice CRM and for all types of follow-ups. 1. Click **New** on the top bar and select **Meeting**, **To-do**, or **Follow-up**. 2. [Enter the required information in the fields.](#fields) Some information is inserted automatically based on the context, for example, today's date. 3. Click the **Save** button. **Other options:** | Starting point | Meeting | Follow-up | To-do | | ------------------------ | ------- | --------- | ----- | | Activities section tab | x | x | x | | Task button on a contact | x | x | | | Diary | x | | |

How to enter information

Many fields have a list of predefined values you can choose from. Click to expand the list. Then select a value for that field. Alternatively, start typing in the field to search for a specific value, such as a company name. If your SuperOffice has [time zones][9] turned on, you can select which time zone the follow-up will be created in. The time zones are displayed by country, and you can search both by country and city directly in the time zone field. If you check **All day**, the time of the follow-up is set to the period specified as the [default working day][8] (**All-day start time** and **All-day end time** preference). ![Follow-up dialog -screenshot][img7] 1. Enter a title. 2. Click the colored ball and select a follow-up type. 3. Optionally, select a company or contact the follow-up pertains to. If you want to invite them and others to your meeting, click **Invite**. * [Add attendees][5]. * Optionally, add a location or address. * Optionally, add meeting rooms, locations, or resources. ![Extended follow-up dialog -screenshot][img8] 4. Specify time and date. Click **Show more** to set [recurrence][4], "all day", "busy/free", and timezone. Click the bell icon in the header to [set the alarm][3]. 5. Optionally, select a project and/or sale to link it to the follow-up. You can choose any project/sale regardless of which company you chose earlier. 6. Select the **Agenda** tab to add additional information, such as an agenda, a description of the follow-up, files, images, and links. Use the buttons in the footer to add rich text formatting and content. If you want to restrict access to employees-only, place that content in the **Internal notes** tab. Whatever is added here is not sent to external attendees. Click the clock icon to add a timestamp. A dot on the tab indicates that someone has added a note. ## Create follow-up from Activities section tab * Click the **Add** button in the **Activities** section tab. * Or, double-click an empty row below the last activity in the list. If you see no empty rows, position the mouse pointer between the section tabs and the card above. The pointer changes to a double-headed arrow. Then click and drag the line up to expand the section tab area. If you specify a time or duration for a follow-up you are creating from within the activities list, it is entered in the Diary. ## Create follow-up from Task button 1. Click in the Contact card. * To create a meeting, select **Request a meeting**. * To register a call, select **Make a phone call**. 2. Enter information and click **Save**. ## Create meeting from Diary * **To choose a time slot:** click the time at which you want the meeting to start and hold the mouse button down while you drag the mouse to the required end time for the task. A blue area is displayed while you define the time slot before the **Follow-up** dialog opens. * **To use default duration:** double-click a time in the Diary or right-click a time in the Diary and select **New**. If you create the meeting from the **View** tab, you can choose to have attendees automatically filled out with the members of the view. To set this option, go to