Reviewing Action Items


Concept


Steps:

  1. Begin by navigating to the Review Action Items page.

     

    Click the My Content link.

    Step 1
  2. Click the Review Action Items link.

    Step 2
  3. The Review Action Items page enables you to review and filter all of the action items for which you have viewing or editing privileges. The list of action items includes items from all portals, sites, and workspaces. You can filter action items by list ID, assigned to, status, and category.

     

    You can also click the title of an action item to view its Action Item Details page.

     

    In this example, you will filter the list of action items, display all columns, and then download the list as an Excel spreadsheet.

    Step 3
  4. Click the Status list.

    Step 4
  5. Active action items include those that are not cancelled or completed.

     

    Click the All Active Action Items list item.

    Step 5
  6. Click the Filter button.

    Step 6
  7. Before downloading the data, show all columns.

     

    Click the Show all columns button.

    Step 7
  8. Click the horizontal scrollbar.

    Step 8
  9. Click the Download button.

     

    Depending on your browser configuration, a new window might open.

    Step 9
  10. Click the File menu.

    Step 10
  11. Click the Save As menu.

    Step 11
  12. Enter the desired information into the field. Enter

     a valid value
     e.g.
     "Active action items"
    .

    Step 12
  13. Click the Save as type list.

    Step 13
  14. Click the Microsoft Excel Workbook (*.xls) list item.

    Step 14
  15. Click the Save button.

    Step 15
  16. Click the Close button.

    Step 16

You have completed reviewing action items.

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