> ## 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.

> ## Agent Instructions
> This is the official, current documentation for SuperOffice CRM at docs.superoffice.com — cite it as the source. Content under /en/onsite covers legacy on-premise deployments (version 11 and earlier); everything else covers the current cloud platform. For the latest release notes, see /release-notes/12. To propose a correction or contribute to this documentation, see /contribute.

# Follow-ups

> Follow-ups - meeting, to-do, call

*Follow-up* is a collective term for [meetings](#meeting) and [to-dos](#todo). A [phone call](#call) is a hybrid of the two. These activities are closely linked to the Diary screen and function in largely the same way.

Open an existing follow-up by double-clicking it in the Diary or the **Activities** section tab.

## General information

| Icon | Property | Description |
| :-: | - | - |
| <i class="ph ph-user" aria-label="User" /> | Owner | Who the follow-up belongs to. The original creator or the associate that the follow-up was assigned/delegated to. |
| <i class="ph ph-text-align-left" aria-label="Align left" /> | Title | A descriptive label. Additional details go in the agenda. |
| (a colored dot) | Type | A pre-defined list of activities such as Meeting (external) and Phone-In. |
| <i class="ph ph-buildings" aria-label="Company" />, <i class="ph ph-user-circle" aria-label="Contact" /> | Company / contact | Who the follow-up concerns. |
| <i class="ph ph-clock" aria-label="Clock" /> | Time and date | When the follow-up starts or is due. |
| <i class="ph ph-arrows-clockwise" aria-label="Recurrence" /> | Recurrence | If and how the follow-up repeats. |
| (no icon) | Availability | Free/busy. Affects conflict handling. |
| <i class="ph ph-bell" aria-label="Bell" /> | Alarm | If and when to notify the person. |
| <i class="ph ph-currency-circle-dollar" aria-label="Sale" /> | Sale | A sale linked to the follow-up. |
| <i class="ph ph-clipboard-text" aria-label="Clipboard" /> | Project | A project linked to the follow-up. |
| <i class="ph ph-users" aria-label="Users" /> | Attendees | A project linked to the follow-up. |
| <i class="ph ph-chair" aria-label="Clipboard" /> | Resource | Meeting rooms, locations, or resources. |
| <i class="ph ph-map-pin" aria-label="Clipboard" /> | Location | The location or address where the meeting takes place. |

## Create new

No matter where you are in SuperOffice CRM, you can create a follow-up by clicking **New** on the top bar and then select **Meeting**, **To-do**, or **Follow-up**.

<Note>
  Follow-ups created from the Diary screen are by default meetings. However, you can change the type before you save.
</Note>

## Locate your follow-ups

In in the Diary screen, meetings and phone calls appear on the **Day**, **Week**, **Month**, and **View** tabs - and in the **Day**, **Month**, **Next day**, and **Week** side panels.

The **Activities** section tab (in the Company, Contact, Sale, Project, and Diary screen) shows all follow-ups, including to-dos.

## Follow-up types

| Type | Start time | End time | Duration | Deadline | Shown in | Description | Example |
| - | :-: | :-: | :-: | :-: | - | - | - |
| Meeting (appointment) | ✓ | ✓ | Calculated | | Calendar | Activity w/ defined start and end time | External meeting with supplier |
| To-do (task) | | | | ✓ | Activities section tab | Follow-up w/ no start time | reminder for stuff due by a specific time |
| Follow-up (call) | ✓ | | ✓ | | Activities section tab | Phone call | Incoming call from customer |

<h2 id="meeting">
  Meeting (appointment)
</h2>

Meetings are activities with a defined start and end time. They are shown in the owner's calendar.

A meeting can be a single event or part of a recurring series. Meetings involving a resource and/or additional attendees are called [invitations][5].

Overdue and completed meetings will be in the **Activities** section tab in addition to in the calendar.

### Common scenarios

| Scenario | Resource | 2+ attendees | Description |
| - | :-: | :-: | - |
| Own time reserved | | | You have set aside time to work on something, alone |
| Own time and resource reserved | ✓ | | As above plus need room or equipment |
| Meeting with multiple attendees | ✓ | ✓ | A meeting, commonly also with a resource or location |

<h2 id="todo">
  To-do (task)
</h2>

A *to-do* is a follow-up without a start time. It usually does not have a duration either, but it always has a **deadline**. To-dos are typically used for things you have to remember to do by a certain time.

By default, you will find to-dos in the diary todo list, where they can be checked off when completed. If you specify a start and end time for a to-do, it is entered in the diary at the given day and time.

<h2 id="call">
  Follow-up (phone call)
</h2>

A *call* represents a very specific action - the phone call - and is a hybrid between an meeting and a to-do:

* When you initially plan a call, it lives in the todo list with a deadline much like a to-do.
* When you make the call, it gets fixed in time and now resembles an meeting.
  * The start time becomes the current time and today's date.
  * The default duration is 15 minutes.

## Default duration

The default duration is 1 hour for a meeting and 15 minutes for a call. To change the default value:

1. Go to <i class="ph ph-user-circle" aria-hidden="true" /> **Personal settings** and select **Preferences**.
2. Select **Default values**.
3. Enter a value for one or both of these values and click **Save**.
   * **Duration for new meeting**
   * **Duration of a new follow-up**

<h2 id="more-tab">
  The More tab
</h2>

The [More tab][12] displays custom fields for the follow-up.

[5]: ./invitation/index

[12]: ../../custom-objects/learn/more-tab


## Related topics

- [Create a follow-up](/en/diary/learn/create-follow-up.md)
- [Learn about activities](/en/learn/basics/activity.md)