Step 6: Creating Action Items

            Overview
            Action Items are a powerful online communications tool used to request work to be performed at a location. Anyone can create and assign action items to request and authorize work, define the scope, choose who will perform the work,  establish timelines and expectations, and share project-related documents and files. They can be received by a company from a customer or client, or created internally within the organization. If you have a Company Membership, you will also be able to send SMS text messages to the person assigned to the action item. There are two ways to create a new action item —  either through the + Button or the Map View. Follow the steps below to create a new Action Item:

            Adding Action Items Using the + Button
            1. Login to your account from either your desktop computer or mobile devise

            2. From your home screen select the + button and select New Action Item

            3. Once you click the New Action Item button, you'll be taken to the New Action Item Details page.

            4. Click the Name of Action Item field and enter the name of the action item

            5. Click the Select a Priority dropdown and select Low, Normal or High to indicate the priority level of the work being requested

            6. Click the Wanted Date field to reveal the calendar. Select the date you want the work completed by. Helpful Hint: The arrows to the left and right of the month/year will allow you to scroll through alternate calendar months

            7. Click the Add Image button to locate an image or file on your computer

            8. Click the Select a Location dropdown to reveal your list of locations. Select the location name where you want the work performed. To add a new location, see Adding Locations for detailed instructions

            9. Click the Assign This Action Item dropdown to reveal your list of contacts. Click the name of the person that will be managing the work or select your name to do it yourself. If the person you are looking for is not listed, you must enter him/her into the system as a Contact or as a User. To add a new contact, see Adding Contacts for detailed instructions. To add a new user, see Adding Users for detailed instructions

            10. Select a Next Steps to indicate what action is to be taken next

            11. Select the Comments field to type special instructions

            12. Click the Send button to activate the Action Item and notify the person assigned and all Shared Users associated with the Action Item. Helpful Hint: By clicking the Save button, the Action Item will be saved as a draft.




            Adding Action Items From the Map View
            1. Login to your account from either your desktop computer or mobile devise

            2. From your home screen select the Location facet to reveal your locations. To add a new location, see Adding Locations for detailed instructions.

            3. Select the location you want to create an action item

            4. Click the spot on the map where the issue exists to reveal the Add Action Item dialogue box

            5. Once you click accept, you'll be taken to the Action Item Details page

            6. Click the Name of Action Item field and enter the name of the action item

            7. Click the Select a Priority dropdown and select Low, Normal or High to indicate the priority level of the work being requested

            8. Click the Wanted Date field to reveal the calendar. Select the date you want the work completed by. Helpful Hint: The arrows to the left and right of the month/year will allow you to scroll through alternate calendar months

            9. Click the Add Image button to locate an image or file on your computer

            10. Click the Select a Location dropdown to reveal your list of locations. Select the location name where you want the work performed. To add a new location, see Adding Locations for detailed instructions

            11. Click the Assign This Action Item dropdown to reveal your list of contacts. Click the name of the person that will be managing the work or select your name to do it yourself. If the person you are looking for is not listed, you must enter him/her into the system as a Contact or as a User. To add a new contact, see Adding Contacts for detailed instructions. To add a new user, see Adding Users for detailed instructions

            12. Select a Next Steps to indicate what action is to be taken next

            13. Select the Comments field to type special instructions

            14. Click the Send button to activate the Action Item and notify the person assigned and all Shared Users associated with the Action Item. Helpful Hint: By clicking the Save button, the Action Item will be saved as a draft.

            After you've created a Action Item you can edit it to change project details, add comments, share documents, share with additional contacts, and more. See How Do I Edit an Action Item for detailed instructions.

            Updated: 26 Oct 2017 02:50 PM
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