Creating an Action Item List


Concept


Steps:

  1. Begin by navigating to the List Properties page.

     

    Click the My Content link.

    Step 1
  2. Click the My Action Items link.

    Step 2
  3. Click the Add List button.

    Step 3
  4. Use the List Properties page to define the basic attributes of an action item list.

     

    The system will automatically populate certain fields, including the List ID and Created By fields.

     

    In this example, you will create an action item list that will send an email notification to all members each time an action item in the list changes or is added.

    Step 4
  5. Enter the desired information into the Title field. Enter

     a valid value
     e.g.
     "Review Milano White Papers"
    .

    Step 5
  6. Click in the Description field.

    Step 6
  7. Enter the desired information into the Description field. For the purpose of this example, the text will be entered for you to save time.

     

    Click in the Description field.

    Step 7
  8. Retain the Active option to make the list active and have the list appear in the portal or site. If this option is not selected, the list will not be available to users.

    Step 8
  9. Select the option for email notification:

    Automatically Send Email sends an email notification to all members each time an action item in the list changes or is added.

    Prompt User to Send Email gives the user the option of sending an email to a list of members that they specify.

    Do Nothing - No Email Sent will neither send an email nor will it prompt the user with the option of sending email.

    Step 9
  10. Click the Automatically Send Email option.

    Step 10
  11. Click the Save button.

    Step 11
  12. Notice that the system has automatically populated the List ID field, and it has added a link to the profile of the user who created the action item list.

    Step 12

You have completed creating an action item list.

Table of Contents  Start Topic