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Action Item Management Help Topics - Admin

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Accessing Action Item Module Setup

Accessing the Action Item Library

Action Item Drivers

Using the Import tool

Downloading the Template for Import

Deleting an Action Item from the Library

Saving changes to the Approval Status

Creating a Task in the Action Item Library

Working with the All Day / Any Time Field* (documentation under Action Item Management)

Working with the Assigned To field

Working with the Distribute to Locations field

Working with the Assign Locations field

Action Items "Notify Owners Immediately" Field*

Working with the Approval Status field

Creating Alerts and Reminders for a Library Action Item

Uploading Documents to a Library Action Item

Calendar Categories Overview

Deleting a Calendar Category

Adding a Calendar Category

Action Item Type Overview

Adding an Action Item Type

Reset Action Item Type List

Deleting or Inactivating an Action Item Type

Action Item Driver Overview

Deleting / Inactivating an Action Item Driver

Adding an Action Item Driver

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