Managing 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 Test Portal Activities link.

    Step 4
  5. 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 add progress remarks for an action item, add a file attachment, and then add the action item to your personal calendar.

    Step 5
  6. Click the Status list.

    Step 6
  7. 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 In Progress list item.

    Step 7
  8. Click in the Progress Remarks field.

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

     a valid value
     e.g.
     "Training guide is attached."
    .

    Step 9
  10. Click the Add Attachment button.

    Step 10
  11. Click the Browse button.

    Step 11
  12. Click the Enterprise Portal 9 Beta.pdf list item.

    Step 12
  13. Click the Open button.

    Step 13
  14. Click the Upload button.

    Step 14
  15. Click the Save button.

    Step 15
  16. 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 16
  17. Click the Creator option.

    Step 17
  18. Click the Add Selected to Email button.

    Step 18
  19. Click the Send button.

    Step 19
  20. Click the Add to Personal Calendar link.

    Step 20
  21. The new appointment window for your calendar application will open depending on your system configuration.

     

    Click the Save and Close button.

    Step 21

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

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