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Action Item

Summary

 This guide explains how to manage action items within the platform, including  tracking, and updating action items assigned to you or your team.

In this article

  •  Before you begin
  • Step 1: Access the Action Items section
  • Step 2: Update an Expenses and Invoices
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the appropriate permissions to manage action items.
  • Make sure you're familiar with the project or task that requires the action item.

Step 1: Access the Action Items section

  1. Navigate to the "Action Items" section from your main dashboard.
  2. Select "Action Items" .

Step 2: Update an Expenses or Invoices

  1. Locate the item you wish to update.
  2. Click on the item to view its details.
  3. Update the status (e.g., Rejected, Approved , Pending).
  4. Click "Save" or "Confirm" to update the action item.

Frequently Asked Questions (FAQ)

1. Can I assign multiple people to an action item?

Typically, one person can be assigned to an action item, but you can add additional comments or collaborators if needed.

2 .How do I know when an action item is completed?

 Once the action item is marked as "Completed," the status will update, and you will receive a notification (if enabled).

 

3. Can I change the due date after creating the action item?

 Yes, you can edit the due date and other details at any time before or after creating the action item.