Hi Scott.  The activity that you would use to create a simple follow-up would be an Event (meeting).  An Event has a optional feature that makes it stick to the next-actions list like a task until you complete it.  It also can be set for a day i.e. no particular time, kick off reminders etc.  Quite versatile.

For tasks…  From the Contact/Company/Project Blog page first create a tasklist, then create tasks in the list.  If you want a generic one label the tasklist “ToDo” etc.  All activities created on a Contact/Company/Blog page are automatically linked to its parent.

You can create Events directly from the Calendar by double-clicking on the grid, and link them to Contacts/Companies/Blogs.  You cannot currently create tasklists or tasks from the Activity Dashboard screens.

If you’d like we can arrange for a personal demo to get you going i.e. map your process to our features etc.  Just reach out to our Customer Care folks.

When we complete an Event (since we would you this as a follow up) it would be great if there was a check box in both the Activities window and in the Blog/Contacts just like a Task has a check box, so that we don’t have to open it to see if it’s completed. Minor detail, but would be great.

It’s great to you read you noticed that subtle feature.  It’s an unconventional setting for an event, but making an event behave a bit like a task (to keep it on your radar) turns out to be quite helpful.

You should see a checkbox in the Activities Dashboard, Next Actions report (so you can mark the event as complete), but I’ve noted your suggestion when displaying in the activities report and on a normal page.  Thanks for the tip.