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 Action Item Quick Link.
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- Complete the Create section.
- Click the Save button.
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- all the fields and click on the Save button.
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- Click on the Modules icon.
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- Click on the Create Action Item menu item.
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- Complete the Create section.
- Click the Save button.
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- all the fields and click on the Save button.
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Info |
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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. ![](https://processmap.atlassian.net/wiki/download/attachments/81205659/image2017-2-23_15-47-4.png?version=1&modificationDate=1487965572583&cacheVersion=1&api=v2)
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