Accessing Action Item Module Setup
Accessing the Action Item Library
Downloading the Template for Import
Deleting an Action Item from the Library
Saving changes to the Approval Status
Adding an Action Item to the Library
Working with the All Day / Any Time Field* (documentation under Action Item Management)
Working with the Assigned To field
Working with the Distribute to Locations field
Working with the Assign Locations field
Action Items "Notify Owners Immediately" Field*
Working with the Approval Status field
Creating Alerts and Reminders for a Library Action Item
Uploading Documents to a Library Action Item
...
Help Guides | Instructional Videos | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
|