Managing Action Items


Concept


Steps:

  1. Begin by navigating to the Action Item Details page.

     

    Click the My Content link.

    Step 1
  2. Click the My Action Items link.

    Step 2
  3. Click an entry in the Title column.

    Step 3
  4. Click an entry in the Title column.

    Step 4
  5. The Action Item Details page is used to add or modify an action item for an action item list. The Action Item Details page enables you to specify the description, priority, due date, and to whom the action is assigned, as well as add additional information in the form of file attachments or managed content.

     

    In this example, you will assign an existing action item to another employee, add progress remarks, and add an attachment and managed content to the item.

    Step 5
  6. Click the Status list.

    Step 6
  7. Click the Assigned list item.

    Step 7
  8. The Assigned To field is optional even when the status is assigned. You can enter text directly in this field or look up the entry from the list of all users in the system. Initially, the Lookup page displays all users with the action item list members appearing at the top of the lookup list.

     

    In this example, you will enter text directly in the field.

     

    Click in the Assigned to field.

    Step 8
  9. Enter the desired information into the Assigned To field. Enter

     a valid value
     e.g.
     "PTDMO"
    .

    Step 9
  10. Enter optional remarks in the Progress Remarks field.

     

    For the purpose of this example, the text will be entered for you to save time.

     

    Click in the Progress Remarks field.

    Step 10
  11. In this example, you will add a relevant file as an attachment.

     

    Click the Attachment Type list.

    Step 11
  12. Notice that the profile name for the employee you specified appears next to the Assigned To field as a link to the employee's profile page.

     

    Click the File Attachment list item.

    Step 12
  13. Click the Add Attachment button.

    Step 13
  14. Click the Browse button.

    Step 14
  15. Click the Call for papers - Milano.doc list item.

    Step 15
  16. Click the Open button.

    Step 16
  17. Click the Upload button.

    Step 17
  18. In this example, you will also add managed content as an attachment.

     

    Click the Add Row button.

    Step 18
  19. Click the Attachment Type list.

    Step 19
  20. Click the Managed Content list item.

    Step 20
  21. Click the Select Content button.

    Step 21
  22. Use the Look Up Managed Content page to look up managed content to attach to the action item.

    Step 22
  23. Click an entry in the Content Title column.

    Step 23
  24. Click the Save button.

    Step 24

You have completed managing an action item.

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