Users can add One-Time Action Items by clicking on the Create Action Item Quick Link or by selecting the Create New menu item from the Calendar.
Step-by-step Instructions:
Create a 1 time Action Item - Using Quick Link
- Click on the 'Create Action Item' Quick Link
- Complete the 'Create' section
- Click the 'Save' button
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Create a 1 time Action Item - Using the Calendar Menu Item
- Click on the 'Modules' icon
- Select 'Calendar' module
- Click on the 'Create Action Item' menu item
- Complete the 'Create' section
- Click the 'Save' button
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Owners are the users who are assigned to complete the Action Item and leaving the “Notify Owners Immediately” box checked will send an email notification to all of the owners of the assigned task
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