If you commonly perform the same set of tasks for a contact, it may be helpful to create a Follow-Up Plan. A Follow-Up Plan is a list of preset to-do items spaced apart by a certain number of days.  For example, if you have a certain new client welcome procedure where you reach out to them at specific intervals and want to get reminders for yourself, you could use a Follow-Up Plan for that.  A Follow-Up Plan may also be used for events.To create, edit, copy, or delete a Follow-Up Plan, click on Settings in the Contacts menu, then click on Follow-Up Plans. To create a new Follow-Up Plan, click Create Follow-Up Plan. To edit an existing Follow-Up Plan, click the name. To copy an existing Follow-Up Plan, click the icon that looks like two stacked sheets of paper. To delete a Follow-Up Plan, edit it, then click the Edit Follow-Up Plan Details link, then click the Delete Follow-Up Plan button.To add to-do items to a Follow-Up Plan, simply type in the name of the Action (the to-do item) in the box, choose the day on which it should occur, then click the Add Action button. If you have the Digital Upline Coach enabled, you may also choose a coaching activity and a points value to go with it before you add the action.To edit existing to-do items, simply edit the day, action, coaching activity, or points, and it will save as soon as you click out of the field.  To remove a to-do item from a Follow-Up Plan, click the X next to the existing item.The "Day" field will tell the system what due date to assign to the task but calculating that number of days after the date you add the follow-up plan. For example, a Follow-Up Plan with a Day of 1 will create a to-do item with a due date of tomorrow.Event Follow-Up PlansIf you are using this Follow-Up Plan for an event, you can create to-do items with a negative Day value. Because Follow-Up Plans are added with due dates relative to the date of the event, this can be useful for pre-event preparation. For example, if you need to finalize the event venue paperwork 3 weeks before the event date, entering in a Day of -21 will provide a to-do item of 21 days before the event.For information on how to add a follow-up plan to a contact, click here.For information on how to add a follow-up plan to an event, click here.