Project Action Items

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Aug 11, 2023
2 min read

Project Action Items within the e-manage|ONE software are crucial tasks designed for internal execution. These Action Items establish workflows and policies within your organization, potentially leading to unprecedented operational efficiencies.

Imagine an Action Item as an internal email equipped with a predefined subject and checklist. Completion of this checklist is mandatory before submission. Each Action Item is time-stamped, ensuring its integrity, and cannot be deleted or misplaced. It diligently tracks turnaround times and employee costs while remaining customizable under the supervision of your e-manageONE administrator.

Consider a scenario where an Action Item (AI) is created to Process an Order. When this particular AI is selected, a set of prerequisites appears. Completion of all prerequisites is obligatory before submitting the AI. Furthermore, notes for the designated order processor can be added, along with any necessary document attachments.

Here are key outcomes resulting from Action Items (AI's):

  1. Establishment of Workflow and Policy: Action Items set the foundation for your workflow and policy framework.

  2. Automated Task Reminders and Accountability: Individuals are relieved from the burden of remembering tasks, and the system enforces accountability.

  3. Persistent and Unalterable: AI's cannot be deleted, modified, or neglected. They persist until completion or rejection.

  4. AI Alerts for Enhanced Communication: AI Alerts can be configured to notify Sales personnel once an AI is Completed or Rejected. These alerts remain until acknowledged.

  5. Historical Reference and Tracking: All AI's are retained as historical records, accessible to anyone at any time.

  6. Dynamic Project Status Updates: Opening and completing an AI triggers changes in project statuses. For instance, initiating an AI to Process an Order switches the project status to "Processing Order," while completing the AI advances the status to "Ordered."

  7. Timestamps and Cost Monitoring: AI's are timestamped, facilitating turnaround time monitoring and internal cost tracking per AI.

  8. Efficiency through Automated Module Access: AI's can even be configured to automatically open specific modules, streamlining administrative tasks and reducing the time spent on project searches and module access.

By comprehending and harnessing the power of Action Items in e-manage|ONE software, your organization can achieve systematic order, enhanced accountability, and streamlined processes that lead to improved overall efficiency.