What is the best process in Outlook for follow-up with a client?

Hello mwhittington,

to manage long-term follow-ups with clients in Outlook, the Tasks feature can be highly effective for creating reminders without cluttering your inbox. Here's a streamlined process for doing this:

1. Right-click the email and select Follow Up > Add Reminder.
2. Choose your desired follow-up date and, if necessary, set a reminder time.
3. Drag and drop the email into the Tasks area. This creates a task from the email.
4. Delete the email from your inbox. The task with the reminder will now appear in your To-Do List.

This method ensures that you'll have a reminder set for the future, visible in your Tasks and To-Do List without needing to keep the original email in your inbox. Additionally, you can categorize and prioritize these tasks for better workflow management.

When you set a reminder on a task, it will pop up as an alert at the specified time, similar to a calendar event reminder. This guarantees that you won’t miss the follow-up, even after deleting the original email.

For more detailed instructions or alternative methods, check out the official Microsoft Support page on this topic:
Send an email message with a follow-up reminder - Microsoft Support