Roll Over Activities in ACT!

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Dec 12, 2014 admin (0)

We never finish it all in a day – something has to get done tomorrow right?

In ACT we roll-over uncompleted tasks to today’s calendar (and/or Task List).
Here’s how:

1. Select Tools > Preferences > Calendar & Scheduling TAB
2. Click Scheduling Preferences > select the Activity type (we only do Calls & To-Dos)
3. Check the box for ‘Roll over to today’ then click OK

Close and reopen ACT and you’ll get the prompt. Watch out – we just did it for a customer where 1400 uncleared calls showed up so hit cancel if you are unsure…

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