IMS Action Items

This online manual explains: What Action Items are. How to Create and Use Action Items. Action Items are a simple tool used to track any IMS-related tasks. Among other capabilities, Action Items allow you to: ...

The IMS Action Items feature is used to assign tasks to colleagues in IMS. Action Items Main Screen To access the Action Items Main Screen: Click !Action Items at the top of your IMS Main Screen. Select !Action Items to open Action Mai...

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: A New Action Item dialog will open.  Fill in the required and ...

Action Items settings can be changed / configured by an IMS Admin user. To access the Action Items Settings: Select Settings at the top of the IMS Main Screen. Click to Change Action Items Settings. Once in Settings: Navigate to Maint...