I have used Outlook for years and I know it has several reminder/tasks/to do features.  I’m wondering what the best way would be for me.

I have clients where I get an email and I need to follow up, but a longer time period.  This could be anywhere from 6 months to 2 years away, depending on the client.

The easiest for me is to right click the email, select follow-up, and then select my date.  However, I would prefer to then delete the email but my understanding is that when I delete the email, I will be removing the reminder.

Any suggestions on the fastest and easiest way to set these reminders?  I would like for them to be in my tasks/to do rather than just a pop up on the screen reminder.

Thank you.

​I have used Outlook for years and I know it has several reminder/tasks/to do features.  I’m wondering what the best way would be for me. I have clients where I get an email and I need to follow up, but a longer time period.  This could be anywhere from 6 months to 2 years away, depending on the client. The easiest for me is to right click the email, select follow-up, and then select my date.  However, I would prefer to then delete the email but my understanding is that when I delete the email, I will be removing the reminder. Any suggestions on the fastest and easiest way to set these reminders?  I would like for them to be in my tasks/to do rather than just a pop up on the screen reminder. Thank you.  Read More

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