Knowledge Base User Guides and Glossary Action Items

            How Do I Add Shared User(s) to an Existing Action Item?

            Overview:
            Sharing an action item is the fastest way to assign work and keep project stakeholders informed of status updates. Adding shared user(s) is similar to copying someone on an email — it lets the individual(s) follow the status of the action item and contribute project details. Note: Once an action item is shared with someone, that person cannot be removed from the action item by you or anyone else. 

            You can add shared users to an existing action item through either the Map View or the Grid View. Follow the steps below to share an action item with shared user(s):

            Adding Shared Users From the Map View
            1. The Map View is the default view of Common Areas. To find it simply log into the Application. The Map View can also be reached by clicking the Map icon in the bottom right corner of the screen.
            2. To Share an Action Item with another user you must first locate the Action Item. Find your Action Item by navigating the Action Items, Locations, and Contacts facets on the left side of the screen, or use the search bar to find your Action Item directly.
            3. Once found, click on the action Item to open the Action Item Details page.
            4. Under the tabs dropdown menu, click on Shared to enter the Shared tab for the Action Item.
            5. From the Shared tab, click on the “Select a contact” textbox. This will produce a dropdown of all the contacts you can share this Action Item with. You can find your contact manually, or type in their name to find them quickly.
            6. If you do not see the contact you wish to share to, click New Contact next to the textbox and you can add them directly from the Shared page!
            7. You can share an Action Item to multiple people at once. Highlight all the contacts you wish to share to by clicking on their names.
            8. When you have chosen all the people you want shared on the Action Item, click Save button and you are done!

            Adding Shared Users From the Grid View
            1. To reach the Grid View, click the Grid icon in the bottom right corner of the screen.
            2. Now that you are on the Grid View click on the title of any Action Item to open the Action Item Details page.
            3. To make finding your Action Item easier, you can also filter by Groups through the Group Dropdown Menu, or use the search bar to find your Action Item directly!
            4. Once found, click on the action Item to open the Action Item Details page.
            5. Under the tabs dropdown menu, click on Shared to enter the Shared tab for the Action Item.
            6. From the Shared tab, click on the “Select a contact” textbox. This will produce a dropdown of all the contacts you can share this Action Item with. You can find your contact manually, or type in their name to find them quickly.
            7. If you do not see the contact you wish to share to, click New Contact next to the textbox and you can add them directly from the Shared page!
            8. You can share an Action Item to multiple people at once. Highlight all the contacts you wish to share to by clicking on their names.
            9. When you have chosen all the people you want shared on the Action Item, click Save button and you are done!

            Updated: 07 Jun 2017 11:23 AM
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