Creating New Action Items
- 30 Jan 2025
- 1 Minute to read
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Creating New Action Items
- Updated on 30 Jan 2025
- 1 Minute to read
- Contributors
- Print
- DarkLight
- PDF
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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:
|  |
Object Details Page:
|  |
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.
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