The way I interpret the requirement is; there is a subset of users who want to set up an Activity to selected Contacts, potentially at different frequencies. i.e. some Contacts every two weeks, some once a month etc. We have done something along this line for a client some time ago. We added two fields to the Contact entity/form. Frequency (a number of days) Last follow up activity date (Date) We created a workflow, that was scheduled using North 52 (they do a version for free for 5 tasks I think) The workflow ran I think once a week. It checked the last follow up date, and based on that and the Frequency it would create the next follow up activity, and set the last follow up date appropriately. This way you don't flood the system with follow up activities for months in advance and the user controls which Contacts get included in the process by simply entering the required Frequency in days. However, another thought is that, on completion of one activity, a user may want to set a specific Activity as a follow up, perhaps to carry over notes, perhaps a different activity type, perhaps even for a different user. In this case we have been working with TK Dialogs to produce a really nice process to do just this. Suddenly, real Activity management is possible!!Hope this helps.