Adding an Action Item Driver

Step-by-step guide

1. Click on the Setup Icon.
2. Click on the Module Setup Menu Item.
3. Click on the Task Management Menu Item.
   
   
   
   
4. Click on the Action Item Driver Setup Menu Item.
   
   
   
   
5. Click on the Add Button.
   
   
   
   
6. Complete all the fields and Click on Save button.
   
   

Related articles

• Page:
  Orphan Action Items
• Page:
  Exporting to Excel
• Page:
  Closing an Action Item in the Calendar
• Page:
  Deleting an Action Item
• Page:
  Overview of Action Item Status Flags