How do I edit details of an action item?

Certain action item details can easily be edited after an action item has been created. This document describes how to edit an action item.

1. Click Action Items

Click Action Items
  • On the Icon Bar, click the Project button, then click Action Items.

Note: Clicking the Project button on the Icon Bar will take you directly to the summary page of the last work you visited.

2. Select Action Item

  • Click the name of the action item you want to edit.

3. Click Edit Details

  • Click Edit Details.

4. Edit Details

  1. Edit action item details as necessary.
  2. Click Save Action Item.

5. View Action Item

  • View updated action item.

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