✅ Project Action Items

Project Action Items (AIs) are a core part of workflow management in e-manage|ONE. They serve as mandatory, time-tracked tasks that guide your project team through each phase of a project—ensuring visibility, accountability, and operational efficiency.

These structured tasks help monitor project progress, track internal labor costs, and enforce consistency across teams.

In this section, you’ll learn how to:

• Configure Action Items
  Set up AIs tailored to your company’s workflow and project needs.

• Assign Groups & Project Types
  Customize Action Items by linking them to relevant user groups and project categories.

• Set Prerequisites & Completion Tasks
  Define task order and dependencies to keep workflows on track.

• Attach Surveys
  Link post-task surveys to collect feedback or conduct quality assessments.

• Review Standard Workflows
  Access and understand the standard Action Items that come preconfigured in the system.

By integrating Action Items into your project management process, you can:

• Ensure consistency in how tasks are executed

• Track project status and employee involvement

• Improve accountability through time-tracked completions

• Gain insights from surveys tied to key project milestones

Tailoring Action Items to your internal processes helps drive productivity and keeps your team aligned on what’s expected at every stage.