Accessing Existing Action Item Records

The Action Item Management module allows users to access action items created in other modules and create one-time activities.

Step-by-step guide

1. Click on the "Modules" Icon.
2. Click on the "Calendar" Menu Item.
3. Click on the "Manage Action Items".

Related articles

• Page:
  Accessing Existing Action Item Records
• Page:
  Action Item Management Quick Links
• Page:
  Completing Action Items
• Page:
  Setting Action Item Alerts & Reminders
• Page:
  Creating an Action Item