Transferring Ownership of Selected Action Items

It allows users to transfer ownership of selected Action Items to a specific owner

Step-by-step instruction:

1. Click on the Modules icon.
2. Click on the Calendar menu item.
3. Select Manage Action Items menu item.
   
   
   
   
4. Select the Action Items by clicking on the checkbox and then click on the Transfer button.
5. Select Owner based Transfer 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