How to I copy or move an action item to another location?
If you want an action item to reside in a different location in the work tree, it can be copied or moved at any time. This article describes how to copy or move an action item to another location.
1. 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 copy or move.
3. Click Copy/Move
- Click Copy/Move.
4. Click Copy or Move
- Click the New Location drop-down box and select a location in the work tree for your action item to reside.
- Click Copy to duplicate the action item in the new location or click Move to move the action item to the new location and remove it from the work item where it originated.
5. View Action Item
- View action item details in the new location.
Note: You will automatically be directed to the action item details in the new location that you chose.
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