Closing an Action Item

Step-by-step guide

For Closing an Action Item.

1. Click on the "Module" Tab.
2. Click on the "Calendar" Tab.
3. Select the action item that want to close.
4. Select the "Complete" Section.
5. Enter the “Action Taken”.
6. Change the “Action Item Status” to ”Closed”.
7. Click “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