How to Create an Action Item

STEP 1

To create an Action Item, click “Action Items” from the Main Menu. The screen will load, and you will see a list of all Action Items created.

For Tablet/Phone Users:

To create an Action Item, click the “+” from the top left. The screen will load, and you will get the same form as seen below.

STEP 2

From here, you will click “Create Action Item.” Once you have clicked this button, you will be prompted to input the necessary information for your Action Item.

NOTE: You will notice a tab for “Recurring Action Item” as highlighted above. This tab will allow you to select the frequency for an Action Item be duplicated on an ongoing basis.

STEP 3

Once you have entered and saved all pertinent information, you can click “Save” in the bottom right and the individual you assigned to the Action Item will be notified.