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. When you create an action item, you become the owner of the action item or you can assign it to resources that access the item. As the owner, you can modify and delete it.

Follow these steps:

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

   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.

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

   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.

5. Select the resources to assign the action item in the Assignees section.
6. Save your changes.