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 green + 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 Select a Location dropdown to reveal your list of location's. Select the location name where you want the work performed. If the location you are looking for is not listed, you must enter it into the system by selecting the green + button next to the Location dropdown




            8. 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, simply select the green + button next to the contact the Assigned To dropdown. To add a new user, see Adding Users for detailed instructions




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




            10. Select the Instructions field to type special instructions




            11. Click the Save button to activate the Action Item and notify the person assigned and all Shared Users associated with the Action Item.





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

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

            3. Once you click add, you'll be taken to the Action Item Details page. click Name of Action Item field and enter 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 Select a Location dropdown to reveal your list of location’s. Select the location name where you want the work performed. If the location you are looking for is not listed, you must enter it into the system by selecting the green + button next to the Location dropdown




            8. 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, simply select the green + button next to the contact the Assigned To dropdown. To add a new user, see Adding Users for detailed instructions




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




            10. Select the Instructions field to type special instructions




            11. Click the Save button to activate the Action Item and notify the person assigned and all Shared Users associated with the Action Item.

            After you've created an 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: 10 Jul 2018 12:34 PM
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