Setting activities options

Use the Activities tab to set defaults such as activity type.

To set activity options:

  1. Select Options from the Tools menu.
  2. Click the Activities tab.
  3. Select the type of activity to be scheduled as a follow-up, after you complete an activity in the Default Follow-up Activity field.
  4. Select Yes in the Carry Over Notes drop-down list field, to carry over any existing notes when you schedule a follow-up activity.
  5. Select Yes in the Carry Over Attachments field, to carry over any existing attachments when you schedule a follow-up activity.
  6. Select the Display Past Due in the toolbar check box to be notified of past due activities.
  7. Set the Default Alarm and Default Duration for each activity type in the Defaults Per Activity Type section:
    1. Select from the list to set the default alarm when scheduling a new meeting in the Default Alarm field.
    2. Select from the list to set the default duration when scheduling a new meeting in the Default Duration field.
    3. Select the Default Timeless check box if you require an activity to be timeless by default.
    4. Select the Auto Rollover check box if you select the Default Timeless check box and you require activities to automatically rollover to the next day if they are not completed on the scheduled date.
      Note: You can only rollover timeless activities.
    5. Repeat steps a-d for Phone Call, To Do, and Personal Activity.
  8. Click Save.