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Managing Calendar Action Items

Managing Calendar Action Items

Owned by Mahendra Meesa
Last updated: Oct 17, 2017 by Helen Ramsay

In addition to adding a new action item, users will be able to perform the following actions:


  1. Select - Users can tap on an Action Item to access the details of that record

  2. View Status - The Status of the Action Item is indicated by the color of the Flag:
    1. Red Flag - Overdue
    2. Yellow Flag - Action Items due on the current date
    3. Green Check - Completed

  3. Priority – Users can view the priority of an Action Item:

    1. H - High
    2. M - Medium
    3. L - Low
  4. Delete – users can swipe left on an action item and tap “Delete” to delete the record.

Additional Information

The” Delete” action will only be available to users who have the permission assigned to them.



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