Creating an Action Item


Concept


Steps:

  1. Begin by navigating to the Action Items Detail page in a collaborative workspace.

     

    Click the Workspaces link.

    Step 1
  2. Click the Search button.

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

    Step 3
  4. Click the Action Items link.

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

    Step 5
  6. Click the Add Item button.

    Step 6
  7. Use the Action Item Details page to add or modify an action item in the Action Items module. 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 create and assign an action item in the Action Items module.

    Step 7
  8. Enter the desired information into the Title field. Enter

     a valid value
     e.g.
     "Test Portal Activities"
    .

    Step 8
  9. Enter the desired information in 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 9
  10. Click the Status list.

    Step 10
  11. Cancelled or completed action items will not appear in the Upcoming Action Items pagelet on the welcome page. They do appear on the Action Items page, on the Review Action Items page, and in the Tasks pagelet if you select to filter all rather than open items.

     

    Click the Assigned list item.

    Step 11
  12. Click in the Assigned To field.

    Step 12
  13. 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.

     

    Enter the desired information into the Assigned To field. Enter

     a valid value
     e.g.
     "PTDMO"
    .

    Step 13
  14. Click the Priority list.

    Step 14
  15. 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.

    Step 15
  16. Click the High list item.

    Step 16
  17. Click in the Due Date field.

    Step 17
  18. Enter the desired information into the Due Date field. Enter

     a valid value
     e.g.
     "02/22/2008"
    .

    Step 18
  19. Click in the Category field.

    Step 19
  20. Enter the desired information into the Category field. Enter

     a valid value
     e.g.
     "Courses"
    .

    Step 20
  21. Click the Save button.

    Step 21
  22. Use the Action Item Notification page to send messages to members associated with the list or the action item. Notifications can originate because notifications have been enabled for the list on the List Properties page or they can originate as ad hoc notifications after a user has clicked the Notify link on the Action Item Details page.

     

    In this example, the list was configured so that list members are prompted to optionally send a notification when an action item is modified.

    Step 22
  23. Click the All Members option.

    Step 23
  24. Click the Add Selected to Email button.

    Step 24
  25. Click the Send button.

    Step 25
  26. Click the Return link.

    Step 26
  27. Notice that the new action item appears in the list.

     

    Click the Welcome link.

    Step 27
  28. Notice that the new action item also appears in the Upcoming Action Items pagelet on the workspace welcome page.

    Step 28

You have completed creating an action item in the Action Items module of a collaborative workspace.

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