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Action Item Groups Overview
Groups represent departments or teams within your company. Action Items are can be assigned to User specific Groups to streamline task delegation. Users can be a part of more than one user group or a User group belong to multiple Groups, and a Group can consist of only one user. You can also set User Groups to get Alerts for Web Orderor more users. Additionally, Groups can be configured to receive alerts for specific events, such as Web Orders, when a project has been put is placed on hold, or when a project has been is cancelled.
Determine the Assigned Group for an Action Item
To identify the Group assigned to a specific Action Item:
Navigate to Action Items.
Highlight the desired Action Item.
Select the Assignments tab.
Verify the Group assigned to the Action Item.
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User Group Configurator – Assigning Users to Action Item Groups
To add a user to a group select Tools > User Groups Configuration > Hit the Group Name drop down > Select a group > Check the applicable user > Hit enter or tab on your keyboard. The Save is not required as the Save is used ONLY for adding new group names as instructed below.To add a new user group select Tools > User Groups Configuration > Type an existing Group:
Go to Action Item Groups.
Use the Group Name dropdown to select the desired group.
Check the box next to the applicable user(s).
Press Enter or Tab on your keyboard to save the changes.
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| Note |
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Note: The Save button is only required when creating a new User Group, as detailed below. |
Action Item Group Configurator – Creating a New User Group
To create a new Group:
Navigate to Admin → Action Item Groups.
Enter the new name under Group Name
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.
Click Save.
Follow Step 3 above to assign the users.
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Alert Settings for Action Item Groups
Groups can be configured to receive alerts for specific events.
Alert on Hold
If this
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option is enabled, users in the selected group will
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receive an alert when a
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project is placed on hold
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.
This applies only if the user
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is marked as managing the salesperson
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associated with the project.
Alert on Cancel
If this
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option is enabled, users in the selected group will
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receive an alert when a
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project is cancelled
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.
This also applies only if the user
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is marked as managing the salesperson
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associated with the project.