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Rohith Natram

Rohith Natram

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  1. Click on the Create Action Item Quick Link.
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  2. Complete the Create section.
  3. Click the Save button.
  4. all the fields and Click on the Save button.

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

  1. Click on the Modules icon.
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  2. Select Calendar module.
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  3. Click on the Create Action Item menu item.
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  4. Complete the Create section.Click the Save button.
    Image Removedall the fields and Click on the Save button.

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Info

Owners are the users who are assigned to complete the Action Item. 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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