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Concept of Action Items

This section contains general information about action item availability and respective system notifications. 

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  1. Click the Overall pane to call the formatting toolbox. To create an action item, you can also type [] in a new line, and then press the Space key.

  2. In the toolbox, click the check box icon. A check box appears on the Overall pane.

  3. Type name of the action item.

  4. Using the system prompt, select the assignee.

  5. Using the system calendar prompt, select the date. Otherwise the system applies default due date in 30 days from the date of creation.

  6. Click Save.

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Complete Action Item

The procedure of completing an Action Item depends on item-containing widget. In the Risk Strategy Description you need to go to the Edit mode.

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