Update follow-up

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Version: 11.1
• 3 minutes to read
 • 3 minutes to read

You can update follow-up you created, ones you are invited to, or those you manage in secretary mode (on behalf of others).

What you can change

Scenario Editable fields
Follow-ups you are invited to You can only change alarm settings and Show as status (Busy/Free).
Follow-ups you have created You have full edit rights to change any details.
Other people's follow-ups If you are in secretary mode, you can edit details for other people's follow-ups.

Steps

  1. Locate and open the follow-up.
  2. Tap the Edit button ().
  3. Update the information as necessary.
  4. Tap Save to apply your changes.

If this a repeating follow-up, only the current instance of it is updated. Future instances remain unchanged.

Mark a follow-up as completed

You can mark a follow-up as completed in two ways:

  • From a list view: Swipe left and tap .
  • From the Appointment screen: Toggle the switch in the Completed section.
Tip

If you mark a follow-up as completed by mistake, tap the toggle again to revert the status.

Move follow-up

An alternative to editing the start and end time of a follow-up, you can drag and drop it to a new location in your schedule.

  1. Open the Diary and locate the follow-up.
  2. Press and hold the follow-up.
  3. Drag it to the desired time slot.
  4. Release to save the new time.

You can of course also drag and drop inside the diary to create new follow-ups.

Remove attendees/resources

If you need to remove attendees or resources from a follow-up:

  1. Locate and open the follow-up.
  2. Tap the number in the With section to view the participant list.
  3. Swipe left on the attendee or resource you want to remove.
  4. Tap the Task icon and select Remove participant.

Set alarm

You can adjust the alarm settings to remind you ahead of time:

  1. Tap .
  2. Expand the Alarm option in the Details section.
  3. Choose one of the following:
    • No alarm
    • When meeting starts
    • A specific lead time before the follow-up
  4. Tap Save to confirm.

Cancel/delete a follow-up

  1. Locate and open the follow-up.
  2. Tap and select Delete appointment.
  3. Select Yes to confirm.
  • If you own the follow-up, all the invited attendees are notified of the cancellation.
  • If you are only an invitee, the follow-up owner is notified of your rejection.

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