PPM Action Items

Add PPM Action Items to a Project to document an action that must be performed.

Project and Project Manager fields autopopulate with the parent Project information.

To create an Action Item:

1. In the Action Items tab of the form arrangement, select New PPM Action Item.
2. Enter a title and description (optional).
3. (Optional) Assign a priority.
4. (Optional) Enter a date opened and target sate.
5. (Optional) Select assigned team and assigned to.
6. (Optional) Enter a closed date and provide resolution details.
7. Select Save.