1. How do I start creating a new action item?

    • To start creating a new action item, click on the "Action Items" tab from the main menu.

  2. What can I do in the Action Items module?

    • In the Action Items module, you can view all action items in the database, search for action items based on keywords, assigned users, or employees.

  3. How do I create a new action item?

    • Click the "Create Action Item" button within the Action Items module to begin creating a new action item.

  4. What information do I need to provide when creating an action item?

    • You need to provide a Task Name, Due Date, Priority Level, Assignee, and any relevant details. You can also upload files if necessary.

  5. How do I name the action item?

    • Enter the name of the task in the "Task Name" field. Make sure it clearly describes the action to be taken.

  6. What is the importance of setting a due date for an action item?

    • Setting a due date ensures that the action item is completed on time and helps in tracking the progress of tasks.

  7. How do I choose the priority level for an action item?

    • You can select a priority level for the action item based on its urgency. This helps in organizing and prioritizing tasks effectively.

  8. Can I assign the action item to someone else?

    • Yes, you can choose an assignee from the list of available users. This person will be responsible for completing the action item.

  9. What should be included in the action item details?

    • The details should include specific instructions or information necessary for completing the task. This ensures clarity and helps the assignee understand what needs to be done.

  10. How do I upload relevant files to an action item?

    • You can upload files directly in the action item creation form. This is useful for attaching documents, images, or other resources needed for the task.

  11. What happens after I create an action item?

    • After creating an action item, the assignee will be notified, and the task will be added to the Action Items module for tracking.

  12. Can I edit an action item after it has been created?

    • Yes, you can edit an action item if necessary. This includes changing the task name, due date, priority, or assignee.

  13. How do I mark an action item as completed?

    • Once the task is finished, you or the assignee can mark the action item as completed by clicking the circle, within the Action Items module.

  14. What should I do if I need to reassign an action item to another user?

    • You can edit the action item and select a new assignee if the original person is unable to complete the task.

  15. How can I track the progress of action items?

    • Progress can be tracked within the Action Items module, where you can view the status of each item and any updates made.

  16. Is there a way to set reminders for action items?

    • No, there are no reminders for Action items, but they do stay pending in your action items list until you complete them.

  17. What types of files can I upload to an action item?

    • You can usually upload any standard file types, such as PDFs, Word documents, images, and spreadsheets.

  18. How do I ensure that the assignee receives the notification?

    • Notifications are typically sent automatically when you create an action item. Ensure that the assignee’s contact information is correct in the system.

  19. What happens if the due date for an action item is missed?

    • If the due date is missed, the action item will be marked as overdue, and this may trigger additional notifications or escalate the task.

  20. Can I duplicate an action item for similar tasks?

    • Action items can not be duplicated.

  21. How do I prioritize action items?

    • Prioritize action items by setting the priority level during creation. High-priority items should be addressed first to avoid delays.

  22. What should I do if I encounter an issue while creating an action item?

    • If you encounter any issues, try refreshing the page or contact technical support for assistance.

  23. Can I view a history of changes made to an action item?

    • Many systems track changes to action items, allowing you to view the history of edits, including who made changes and when.

  24. How do I delete an action item?

    • Action items Can not be deleted.

  25. How do I ensure an action item is aligned with project goals?

    • Clearly define the task and ensure it contributes to the overall project objectives. Discuss with the assignee if necessary to align the action item with project goals.