> ## 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.

# 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)
