"Date of Next Contact" TouchPoint elements can place a desired follow-up task on a user's To Do List. Depending on the type of follow-up, there are different ways to complete the task and clear the item from the To Do list.
Clear "Update" To Do
(set with the Alert Type: Reminder to complete this TouchPoint option):
Click The To Do List Tab
Select the appropriate drop-down and click Go
Find the Participant and Follow-Up Item
Click Update TouchPoint
Make any necessary updates
Be sure to de-select the Schedule Follow-up Alert option selected
Click Save then OK
Return to your To Do List and the Update item will be cleared
Clear "Take" To Do
(set with the Alert Type: Reminder to take a new TouchPoint option):
Click The To Do List Tab
Select the appropriate drop-down and click Go
Find the Participant and Follow-Up Item
Click Take Form
Complete fields
Click Save then OK
Return to your To Do List and the Take Form item will be cleared