Creating a new Action Item
A new Action Item can be created from one of two places, the Action Items Main Grid or from an object's Details page. To create a new Action Item:
Action Items Main Grid:
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Object Details Page:
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A New Action Item dialog will open.
- Fill in the required and any option fields.
New Action Item Dialog.- Click Save.
Email Notifications
An email notification will be sent to both the Assignee and Reviewer when a new Action Item has been created. The email will contain a link directly to the Action Item in IMS.
