Project Action Items

By Stephanie Pepper (e-manage|ONE)
1 min

Project Action Items (AIs) play a critical role in optimizing internal workflows and ensuring tasks are completed efficiently within your organization. They are designed to be mandatory tasks with defined checklists and time-tracked completion that guide the project team through key steps. AIs are integral to your workflow, tracking project statuses, monitoring employee costs, and ensuring accountability.

In this section, we’ll walk you through how to configure AIs, manage their settings, assign responsible groups, set prerequisites and completion tasks, and even integrate surveys for more thorough assessments.

Key Setup Topics:

  • Configuring Action Items: Learn how to set up AIs to fit your workflow and project needs.

  • Assigning Groups and Project Types: Customize the AI by assigning the appropriate teams and project types.

  • Attaching Surveys: Link surveys to Action Items for deeper insights and assessments.

  • Standard Workflow & Action Items: Explore the list of standard AIs and how they function within the system.

By tailoring Action Items to your company’s processes, you can drive efficiency, ensure tasks are completed on time, and foster greater accountability across teams.

Related content