βοΈ Configure / Setup Action Items
𧩠Overview
Customizing Action Items in the Administrator application allows you to align task workflows with your companyβs unique operational needs. This article outlines how to add, modify, or remove Action Items and adjust their related behaviors.
π Accessing Action Items
Navigate to: Administrator β Action Items
Select an existing Action Item to modify or click New to create one.
π οΈ General Settings
Field | Description |
|---|---|
Action Item | Name of the Action Item |
In Use | Uncheck to deactivate the Action Item |
All Users Can Submit This Action Item | If unchecked, only Admins or specific roles can submit (typically checked on all Action Items) |
Alert Salesperson(s) When Completed | Alerts the Sales Rep when the Action Item is completed or rejected (usually checked on all Action Items) |
Opens This Window | Select the module/window that should open when the Action Item is launched |
On Check-Out Changes Project to this Status | Select a status to apply when the Action Item is opened or βchecked outβ |
π To modify Project Statuses:
Administrator β Corporate Division β Drop Down List Setup β Project Statuses
Field | Description |
|---|---|
On Completion Changes Project to this Status | Select the status to apply once the Action Item is completed |
π₯ Assignments
Setting | Description |
|---|---|
Choose Responsible Groups | Assign user groups responsible for receiving the Action Item |
π§βπΌ To manage groups and user assignments:
Administrator β User Groups
π See User Groups Help Article
Setting | Description |
|---|---|
Choose Project Type Availability | Assign which Project Types the Action Item is available for |
π§Ύ To modify Project Types:
Administrator β Corporate Division β Drop Down List Setup β Project Types
π Additional Configuration
Setting | Description |
|---|---|
Pre-Requisites | Define instructions or checklist items that must be met before submission |
Completion Tasks | Define instructions or checklist items to follow upon completion |
𧩠To modify these lists:
Administrator β Corporate Division β Drop Down List Setup
β Action Item Pre-Requisites
β Action Item Completion Tasks
β οΈ Note on User Access
Action Items rely heavily on user setup and group assignments. Be sure to confirm users are correctly configured under:
Administrator β User Groups
β Summary
Effectively configuring Action Items enhances accountability, streamlines workflow transitions, and aligns your processes with your internal structure. Regularly reviewing and refining these configurations ensures sustained efficiency and clarity across departments.
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