Create an Action Item

Click here to view the "Create an Action Item" video

Step #1

Click Action Items from the left-side menu.

Step #2

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.

Step #3

Click "Create Action Item"

Step #4

Enter Task Name

Step #5

Choose a Due Date

Step #6

Select a Priority Level.

Step #7

Choose an Assignee.

Step #8

Enter applicable details.

Step #9

Upload any relevant files.

Step #10

Click "Create Action Item".