Calendar Overview

The Calendar allows users to access Action Item Management tasks and action items created in other modules. The Task Management component allows users to manage compliance tasks.

In the Calendar, users can only create one-time activities. In Task Management repeating or one-time tasks can be created. In Task Management users can also copy tasks from the Task Library and customize fields like due date and ownership before enabling to the Calendar.

Tasks created in the Task Management component also permits users to add reminders and alerts. Reminders are triggered prior to a task’s due date and alerts are triggered after a task’s due date if the task has not been closed.

Step-by-step instructions: 

Creating a Calendar Action Item

1. Click on the Modules icon.

2. Click on the Calendar menu item.

3. Select Create Action Item.

   
   
   

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

Creating a Task 

• 1. Click on the Modules Icon,

  2. Click on the Task Management menu item.

  3. Select Create Task.  
     
     

     
     
     

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

Related articles

• Page:
  Orphan Action Items
• Page:
  Location Setup Overview
• Page:
  Exporting to Excel
• Page:
  Closing an Action Item in the Calendar
• Page:
  Deleting an Action Item