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You can use a three dots menu for managing a specific Action Item (note: options availability depends on visibility permissions and Action Item's status).
Selecting the 'Edit' option in the three dots menu will open this Action Item in the slide-out sidebar in the Edit mode:
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You can view the history of the Action Item by selecting the 'History' option in the three dots menu:
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Action Item can also be managed directly from the View mode by clicking on the buttons in the header area (buttons are displayed only if available at the moment):
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Private - the Action Item will be available for the Creator and Assignee only;
Shared - possibility to view the Action Item will be shared with managers of the profile, where the Action Item was created (Admin, Profile Manager, Unit Manager);
Open - possibility to view and edit the Action Item will be shared with managers of the profile, where the Action Item was created (Admin, Profile Manager, Unit Manager). This, basically, means that managers will get the same permissions, as the Creator of this Action Item.
Action Items with Visibility = Shared/Open will be displayed for the corresponding manager on the Action Items perspective and in the profile where it is created.
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use 'Creator's options' (Three dots menu on the Action Item card/Buttons in the header area of the View mode):
edit Action Item
delete Action Item (from 'To Do' status only)
review history of each Action Item (this action is also available for Visibility = Shared)
manually cancel Action Item (from 'To Do' and 'In Progress' statuses only)
change Action Item status from 'Cancelled' back to 'To Do' or 'In Progress'
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to yourself - by click on Me button
to the Unit Manger of the employee in whose profile the Action Item is created - by click on Unit Manager button.
to the employee, in whose profile the Action Item is created - by click on <Full Name> button, where <Full Name> is a full name of the Employee's in whose profile the Action Item is created
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