Add Action Item dialog box

3 minutes
6 months ago

Add Action Item dialog box

Use this dialog box to create a new action item.  

 

Subject

Enter the subject for the action item.

Type

The action item type, which is used in numbering.

Status

Select the action item’s status from the drop-down list.

Percent Complete

The percent complete of the work required for the action item.

Priority

Select the priority from the drop-down list.

Assigned

The date the action item was assigned to a contact.

Due Date

Select the due date from the drop-down list.

Remind

Mark the checkbox to add this item to the email notification message sent out by Project Center reminding the Assigned to and Assigned by contacts that the action item is still open. Select the number of business days before a response is due, which appears in the email message.

Reminders can be sent to both internal and external project team members. The frequency at which reminders are sent is set by the Project Center Administrator. The Project Center Administrator can also disable reminders per project.

Action Completed

The date the action item was completed.

Keywords

Select the keywords to apply to the action item from the drop-down list.

ID

This is an automatically incremented number that is editable (as long as it remains unique). You can also enter text in this field.

Disciplines

Select the disciplines to apply to the action item from the drop-down list. Disciplines come from the project keywords list.

Assigned To

Select the drop-down list to open the Select Project Team Members as Recipients dialog box. You can use filters on any of the columns to quickly locate the desired contact. Each time the action item is edited, these contacts receive a notification.

CC

Select the drop-down list to open the Select Project Team Members as Recipients dialog box. You can use filters on any of the columns to quickly locate the desired contact. Each time the action item is edited, these contacts receive a notification.

Assigned By

This contact is set by default as the user who created the action item. You may change this contact if you are creating an action item on behalf of another project team member.

 

Description tab

Enter any relevant details or information about the action item on the Description tab. Use the formatting toolbar to modify the text.

Discussion tab

Select Add to open the Discussion Items dialog box to enter and edit any discussion items.

Date

The date the discussion item was added.

Author

The author of the discussion item.

Action

the action taken on the item.

Remarks

Any details entered about the item.

 

 

Send change notification email

Mark this checkbox to open the Send Email dialog box to notify the action item’s contacts that an action item was created.

Save

Select Save to save the action item and continue editing.

The title of the dialog box changes to Modify Action Item once you save it.

Save and Close

Select Save and Close to save the action item and return to the Action Items log.

If you selected the Send change notification email option, the Send Email dialog box appears after you select Save and Close.

 

 

To access this dialog box

Select Add Action Item from the Action Items Log.