Transferring Ownership of Selected Action Items

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

Step-by-step guide

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 check box and Click on the "Transfer" button 
5. Then 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