Begin by navigating to the Action Items Detail page in a collaborative workspace.
Click the Workspaces link.Step 1
Click the Search button.Step 2
Click an entry in the Name column.Step 3
Click the Action Items link.Step 4
Click an entry in the Title column.Step 5
Click the Add Item button.Step 6
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
Enter the desired information into the Title field. Enter
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
Click the Status list.Step 10
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
Click in the Assigned To field.Step 12
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
Click the Priority list.Step 14
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
Click the High list item.Step 16
Click in the Due Date field.Step 17
Enter the desired information into the Due Date field. Enter
Click in the Category field.Step 19
Enter the desired information into the Category field. Enter
Click the Save button.Step 21
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
Click the All Members option.Step 23
Click the Add Selected to Email button.Step 24
Click the Send button.Step 25
Click the Return link.Step 26
Notice that the new action item appears in the list.
Click the Welcome link.Step 27
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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