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
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Instruction:
Create a 1-time Action Item - Using Quick Link
- Click on the 'Create Create Action Item' Quick Link
- Complete the 'Create' section
- Click the 'Save' button
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- Complete all the fields and click on the Save button.
Create a 1-time Action Item - Using the Calendar Menu Item
- Click on the 'Modules' 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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- .
- Complete all the fields and click on the Save button.
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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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