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Creating a One-Time Action Item

Creating a One-Time Action Item

Owned by Helen Ramsay
Last updated: Apr 25, 2022 by Devina Dev (Unlicensed)

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 Instruction: 


  1. Click on the Create Action Item Quick Link.



  2. Complete all the fields and click on the Save button.




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

  1. Click on the Modules icon.
  2. Select Calendar module.
  3. Click on the Create Action Item menu item.



  4. Complete all the fields and click on the Save button.




21.3 Update




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.

20.2v Update

In this 20.2 v, We have enabled the department field for all module action items and provided the option to create action items based on the asset and asset class for all modules.

  1. Currently, the Department field and Asset field are nonmandatory for all the modules.
  2. Both the fields can be changed to mandatory using common action item configuration by module
  3. The Department field and Asset field option are available for filter and column selection in the Manage Action item list screen.










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