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".
