Managing Your Follow Ups

How do I Remove a Completed Task or Event from the List?
You have several options to mark off your completed tasks: In the daily email, click on "DONE" in the email body               You ca...
Tue, Jul 19, 2022 at 11:04 PM
How do I Setup a Workflow?
You can create a customized workflow by using the Fieldnotes Action Plan feature. Please see "Functionality/Features -> Action Plans" for addit...
Tue, May 25, 2021 at 12:59 PM