Home › Forums › Product Support › Organizer Forum

Best way to mark email for followup

Wed, 05/09/2012 - 10:47 — lrichards

If I send an email to a client and want to remember to follow up, what is the best method?  I use Ceptara in Outlook 2010.

I have tried setting a reminder, but then have to manually file the email and the reminder does not appear as a task when I am planning the next week's schedule.

I have also tried deferring to a task, but find it cumbersome to have a task and an email in the project for the same task.

I find deferring to calendar to be arbitrary, as I never know what my schedule will be, but would use this feature if it had some hidden benefits.

Does anybody have a preferred or different mehtod for following up on emails?

Thanks.

‹ performance Sending Task to employee crashes their Outlook 2010 session ›
Sun, 05/13/2012 - 15:40 — Chris

Use the Follow Up flag with Email Rules

When I send an email to a client, whom I'd like to close the loop with - I set the Follow up flag on the outgoing email message to whatever day I'd like to follow-up, and then provided the "Automatically convert follow-items in the Sent Mail folder" option is turned on.  Organizer will periodically review the Sent Items folder and convert the email message to a task, and turn off the follow up flag for the email.

You can set the "Auto" setting via the Email Options button in the Organizer Options dialog.  

If you assign a project to the outgoing email, the resulting task will also be assigned to that project.

Hope that helps.

thx
Chris 

PS - this is detailed more fully in the Getting Started Guide, which can be found via the Project Explorer's Help menu.

Tue, 05/15/2012 - 11:23 — lrichards

Very helpful, thank you. 

Very helpful, thank you.