You can create both personal and project-related action items. Personal action items are those that you create from the Organizer. Project-related action items are those that you create from within a project. This section describes how to create a personal action item.
To create a new personal action item
The Organizer: Action Items page appears.
The Action Item Properties: Create page appears.
Defines the name for this action item.
Defines the description of the action item.
Specifies the priority level of the action item.
Values: Low, Medium, or High
Defines the date the action item is due for completion. If desired, select the hour and minute the action item is due.
Indicates if the action item to occur at regular intervals. If the action item is to occur only once, clear this check box.
Specifies how often the action item to reoccur. For example, enter 1 in the Frequency field if you need to create a status report each week.
Specifies the time period during which the action item will reoccur.
Values: Days, Weeks, Months, and Years
Indicate the last date on which you want the action item to reoccur.
Indicates if a notification is sent (via email message, to the Overview: General page, or via SMS) to the assigned resource.
Indicates if a reminder email notification is sent to the assigned resource (or resources) when the action item is due.
If the Send Reminder check box is selected, defines the amount of time before the item is due that you want the reminder to occur. For example, enter 15 in this field, and select Minutes in the Units field.
If the Send Reminder check box is selected, specifies the time unit you want to use for the reminder.
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