Corporate Administrators will have the ability to configure the Action Item Library. The Action Item Library is used to:
- create tasks that can be copied down from to a location(s) Task Management list.
- push down tasks to a location(s) Task Management list or Calendar.
Step-by-step
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Instructions:
Creating a task in the Action Item Library
- Click on the Setup Icon.
- Click on the Module Setup Menu menu Item.
- Click on the Task Management Menu menu Item.
- Click on the Action Item Library Menu Item menu item.
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- Click on the Add button.
- Complete all the fields and .
- Click on the Save Button button.
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| Info |
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| title | Action Item Library Field Descriptions |
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| Field Name | Options | Description |
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| Assigned To | Role  Image Added
Group  Image Added
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Allows administrator to select the Primary Owners Role.
Allows administrators to select the Primary Groups. | | Distribute to Locations |  Image Added
| Selecting “Yes” automatically adds the task to the Task Management screen for included locations. | | Assign Locations |  Image Added
| Manual will display to selected locations. Automatic will display to all scoped locations. | | Location Override |  Image Added
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Related articles
| Filter by label (Content by label) |
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| showLabels | false |
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| max | 5 |
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| spaces | KB |
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| showSpace | false |
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| sort | modified |
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| reverse | true |
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| type | page |
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| cql | label in ("actionitems","tasklibrary") and type = "page" and space = "KB" |
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| labels | ActionItems TaskLibrary |
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