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How do I view a Follow Up in My Agenda?
Updated on May 30, 2020 06:28AM by Admin
You can view Follow Ups in two different formats in My Agenda
- Calendar view
- List view
Steps to View in Calendar View
- Login to your account. Select “My Agenda” from the left navigation panel. Conventionally, the My Agenda page is displayed in the Calendar View.

- Click on a follow up to view. The View Follow Up side panel will come into view. From this page, you can mark a follow up as complete.

- You can also add a note to the Follow Up.
Steps to View in List View
- In the My Agenda page, switch to the List View.

- In the List View page, select a follow up whose details should be viewed.

- In the View Follow Up side panel, you can mark a follow up as complete. Additionally, you can also add a note to the follow up.
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