Risks, Issues, Change Requests, and Action Items › About Action Items (Projects) › How to Work with Action Items (Projects) › Create Action Items (Projects)

Create Action Items (Projects)

Create your project-related action items from within a project. This section describes how to create a project-related action item.

When you create an action item, you become the owner of the action item. As the owner, you can modify and delete it. Use the action items page, or the details page of the action item to delete action items.

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 occurs only once, clear the check box.

   Frequency

   Specifies how often the action item to recur. For example, if you require a status report each week, enter 1 in the Frequency field.

   Units

   Specifies the time period during which the action item recurs.

   Values: Days, Weeks, Months, and Years

   Until

   Indicate the last date for the action item to recur.

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

   Notify Assignees

   Indicates if the assigned resource receives a notification by email or SMS on the overview page.

   Default: Cleared

   Send Reminder

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

   Default: Cleared

   Time Before Reminder

   If the Send Reminder check box is selected, the field defines the amount of time before the item is due for the reminder to occur. For example, enter 15 in the field, and select Minutes in the Units field.

   Units

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

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