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".
4. Select the Action Items.
5. Click on the "Transfer" and select "Owner based Transfer".
6. Complete "Transfer Details" Section.
7. 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