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Edit Action Items (Projects)

Project-related action items are listed in the Action Items portlet on the overview page. They are also listed on the organizer action items page and within the project on the action items page. This procedure details how to access and edit your action item from within a project.

You can modify an action item general, notification, and assignee properties from the properties page of the action item. You can only update your status on the action items that other resources create and assign to you.

You can change any of the fields on the page including adding and removing assignees.

Follow these steps:

1. Select the desired action item.

   The action item details page appears.

2. Click Edit.

   The action item properties page appears.

3. Complete the following fields in the General section:

   Subject

   Defines the name for the action item.

   Required: Yes

   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.

   Recurring

   Indicates if the action item occurs at regular intervals. If the action item is to occur 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 is to receive 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, this 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, this field specifies the time unit for the reminder.

5. In the Object Links section, complete the following field:

   Project

   Displays the name for the project. The value for the field is based on the Project Name field on the project properties page.

6. In the Assignees section, enter the name of the resource to assign the action item.
7. Save the changes.

More information:

Create Action Items (Projects)

Add and Remove Action Item Assignees (Projects)