Adding an Action Item Driver

Step-by-step guide

1. Click on the "Setup" Icon.
2. Click on the "Module Setup" Menu Item.
3. Click on the "Task Management" Menu Item.
4. Click on the "Action Item Driver Setup" Menu Item.
5. Click on the "Add" Button.
6. Fill in the Action Item Driver  Details under "Create", screen.

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