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To create an appointment or task in SuperOffice directly from Outlook, select Create appointment or Create task in the SuperOffice sidebar. In SuperOffice, this is known as a follow-up.
  1. Open the email related to the activity.
  2. In the SuperOffice Outlook sidebar, select Create appointment or Create task.
  3. Fill in the required fields:
    • Company: Choose the relevant company from the list.
    • Contact: Select the person from the company for this follow-up.
    • Sale (Optional): Link the follow-up to an existing sale if relevant.
    • Project (Optional): Link the follow-up to an ongoing project if applicable.
    • Type: Choose the type of follow-up (such as, Customer complaint, Meeting).
    • Date and Time: Set the date and time for the follow-up.
    • Visible for: Choose who can see the appointment or task - everyone, only the owner’s primary group, or only the owner.
    • Description: Add any important details related to the follow-up (such as, case number or additional context). Optionally, edit the prefilled text.
  4. Once all fields are completed, click Save. SuperOffice for Outlook, Create follow-up -screenshot
You can also create a sale or request directly from the email. If it is part of an ongoing issue, you can attach the message to a specific request.
The Visible for drop-down is only available to users whose administrator has enabled the required license. For more details, see Settings and maintenance > User management > Visibility.