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Create a Personal Action Item

You can create both personal and project-related action items. This procedure describes how to create a personal action item.

See the Project Management User Guide for more information.

Follow these steps:

1. Open Home, and from Personal, click Organizer.

   The action items page appears.

2. Click New.

   The create page appears.

3. In the General section, complete the following fields:

   Subject

   Defines the name for this action item.

   Description

   Defines the description of the action item.

   Priority

   Specifies the priority level of the action item.

   Values: Low, Medium, or High

   Due Date

   Defines the date the action item is due for completion. If desired, select the hour and minute the action item is due.

   Recurring

   Indicates if the action item occurs at regular intervals. If the action item is to occur only once, clear this check box.

   Frequency

   Specifies how often the action item to reoccur.

   Example: Enter 1 in this field to create a status report each week.

   Units

   Specifies the time period during which the action item reoccurs.

   Values: Days, Weeks, Months, and Years

   Until

   Indicate the last date on which you want the action item to reoccur.

4. In the Notify section, complete the following fields, and save:

   Notify Assignees

   Indicates how a notification is sent:

   • Email message to the overview page
   • SMS message to the assigned resource

   Send Reminder

   Indicates if a reminder email notification is sent to the assigned resource (or resources) when the action item is due.

   Time Before Reminder

   Defines the amount of time before an item is due that the reminder occurs. For example, enter 15 in this field, and select Minutes in the Units field.

   Units

   If the Send Reminder check box is selected, this field specifies the unit of time for the reminder.

5. In the Assignees section, enter the name of the resource to assign the action item.

More Information:

Edit an Action Item

Action Items