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  1. Click on the 'Create  Create Action Item' Quick Link.



  2. Complete the 'Create' section  section.
  3. Click the 'Save' button.

 


Create a 1 time Action Item - Using the Calendar Menu Item

  1. Click on the 'Modules' Modules icon.



  2. Select 'Calendar' module.
  3. Click on the 'Create Action Item' menu item.



  4. Complete the 'Create' section Create section.
  5. Click the 'Save' button.

Info

Owners are the users who are assigned to complete the Action Item and leaving . Leaving the “Notify Notify Owners Immediately”Immediately box checked will send an email notification to all of the owners of the assigned task.

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