Action Item Groups

Action Item Groups Overview

Groups represent departments or teams within your company. Action Items can be assigned to specific Groups to streamline task delegation. Users can belong to multiple Groups, and a Group can consist of one or more users. Additionally, Groups can be configured to receive alerts for specific events, such as Web Orders, when a project is placed on hold, or when a project is cancelled.

Determine the Assigned Group for an Action Item

To identify the Group assigned to a specific Action Item:

1. Navigate to Action Items.

2. Highlight the desired Action Item.

3. Select the Assignments tab.

4. 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 an existing Group:

1. Go to Action Item Groups.

2. Use the Group Name dropdown to select the desired group.

3. Check the box next to the applicable user(s).

4. Press Enter or Tab on your keyboard to save the changes.

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Action Item Group Configurator – Creating a New User Group

To create a new Group:

1. Navigate to Admin → Action Item Groups.

2. Enter the new name under Group Name.

3. Click Save.

4. Follow Step 3 above to assign the users.

Alert Settings for Action Item Groups

Groups can be configured to receive alerts for specific events.

Alert on Hold

• If this option is enabled, users in the selected group will receive an alert when a project is placed on hold.

• This applies only if the user is marked as managing the salesperson associated with the project.

Alert on Cancel

• If this option is enabled, users in the selected group will receive an alert when a project is cancelled.

• This also applies only if the user is marked as managing the salesperson associated with the project.