Option 1) Add a task by selecting the Action tab, then selecting the contact(s) and choosing Tasks --> New Task. This creates a task in Outlook that is also linked to your contact. In Outlook you can also mark a task as recurring.

Option 2) The B2C template uses two fields - Next Step and Next Date. If you use a different template, use Template Manager to create two fields like Next Step and Next Date. Next Step contains the action (call, email, meeting, lunch, newsletter, golf, etc). The Next Date field is the action date. Note that Action --> {Update} allows you to change more than one field at once - so select everyone that needs a call, then use Action --> {Update} to first set the action (follow up call) and then set the date. Hope this helps...