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

Copper Contributor

I have used Outlook for years and I know it has several reminder/tasks/to do features.  I'm wondering what the best way would be for me.

 

I have clients where I get an email and I need to follow up, but a longer time period.  This could be anywhere from 6 months to 2 years away, depending on the client.

 

The easiest for me is to right click the email, select follow-up, and then select my date.  However, I would prefer to then delete the email but my understanding is that when I delete the email, I will be removing the reminder.

 

Any suggestions on the fastest and easiest way to set these reminders?  I would like for them to be in my tasks/to do rather than just a pop up on the screen reminder.

 

Thank you.

2 Replies

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




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Leon Pavesic
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@LeonPavesic Thank you very much

 

The part I'm not seeing is ". Drag and drop the email into the Tasks area".  Maybe I don't have the correct view?  My tasks don't show where my email is.

 

Thank you for your help.