Create an Action Item from My Page

In ProjectTeam.com you can assign team members actions for a particular task within a project.

1. From My Page, click the New button in the Action Items pane.  Action Items can also be created from any form within the a project.
   From User’s My Page:
   
   

   From a Form:

   
2. If creating from My Page, the Select project for action item modal window opens. A complete list of projects the user has access to will display. The user must select a project prior to proceeding. Use the radio button to the left of the project name to select a project and then click Next.
   
3. If creating from My Page, the Select document reference for action item modal window opens. The selection will default to Action item is not associated with a form. If the item is associated with a form use the Search box to easily select the appropriate form. Use the radio button to the left of the form subject to select a specific form then click Next.
   
4. The New action item modal window opens. Complete the required fields indicated by *Required and click Save & Share to save and share the Action Item with the Assigned to recipient.