Getting Started › View Your Information › Action Items › Create an Action Item

Create an Action Item

You are the owner of action items you create. As the owner, you can modify or delete an action item. You can modify the properties of a personal action item you create from the Action Item Properties page. For an action item assigned to you by another user, you can update only the status.

Note: For more information, see the Project Management User Guide.

Follow these steps:

1. Open Home, and from Personal, click Organizer.
2. Click New.
3. Complete the requested information in the General section. The following fields require explanation:

   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 to create a status report each week.

   Until

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

4. Complete the requested information in the Notify section. The following fields require explanation:

   Notify Assignees

   Indicates if a notification has to be sent.

   Send Reminder

   Indicates if a reminder email notification has to be sent to the assigned 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, and select Minutes in the Units field.

   Units

   Specifies the unit of time for the reminder if the Send Reminder check box is selected.

5. Enter the name of the resource to assign the action item in the Assignees section and save your changes.

   Assign To

   Defines the name of the resource that is assigned to the action item.

   Default: The resource that is currently logged in.

More Information:

Notifications

Action Items