Tip: How to create a linked Waiting For item after sending an email

A customer recently asked:

quotation_open_red_medium.gifHow can I create a linked Waiting For action item after sending an email? I'm about to send off an email to a colleague that requires them to respond and I don't want to forget.quotation_close_red_medium.gif

Great question. The answer is, eProductivity has many powerful linking options.

Follow the screen shots below to learn how to create a linked Waiting For action item after sending off an email.

(Click the images for a larger view)

Step 1:

Step 1: Enable Linking Options

Step 2:

Step 2: Create Next Action after sending email

Step 2.5:

Send the email. :)


Step 3:

Step 3: Select Waiting For as the action context

Step 4:

Step 4: Verify that the email is linked to the new Waiting For

There you go! Hope it helps to save you time and eliminates the unproductive extra clicks required to manually link the email to a new Waiting For.

Sidebar: As I've been mentioning, we're creating more training resources for our customers, including our free public webinars that are now available. If you have webinar topics that you want covered, or if you have a time slot (e.g. Tuesdays at 1:00pm) that you would really like to see webinars held at, please let us know. We value your feedback and suggestions.

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