Creating a One-Time Action Item

Users can add One-Time Action Items by clicking on the Create Action Item Quick Link or by selecting the Create New menu item from the Calendar.

Step-by-step Instruction: 

Create a 1 time Action Item - Using Quick Link

1. Click on the Create Action Item Quick Link.
   
   
   
   
2. Complete the Create section.
3. Click the Save button.

Create a 1 time Action Item - Using the Calendar Menu Item

1. Click on the Modules icon.
   
   
   
   
2. Select Calendar module.
   
   
3. Click on the Create Action Item menu item.
   
   
   
   
4. Complete the Create section.
5. Click the 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