Click here to view the "Create an action item" video

 



Step #1

Title: Click Action Items



Captured URL: https://app.isolocity.com/






Step #2

Title: In the Action Items module, you can view all action items in the database. You can search for action items based on keyword, assigned user or assigned employee.



Captured URL: https://app.isolocity.com/action-items






Step #3

Title: Click "Create Action Item"



Captured URL: https://app.isolocity.com/action-items/new






Step #4

Title: Enter Task Name




Captured URL: https://app.isolocity.com/action-items/new






Step #5

Title: Choose Due Date



Captured URL: https://app.isolocity.com/action-items/new






Step #6

Title: Select a Priority Level




Captured URL: https://app.isolocity.com/action-items/new






Step #7

Title: Choose an Assignee



Captured URL: https://app.isolocity.com/action-items/new






Step #8

Title: Enter Details



Captured URL: https://app.isolocity.com/action-items/new






Step #9

Title: Upload any relevant files.



Captured URL: https://app.isolocity.com/action-items/new






Step #10

Title: Click "Create Action Item"




Captured URL: https://app.isolocity.com/action-items/new