What is an Action Item?

An Action item is a documented event, task, activity, or action. Action Items can be used to track and assign these items quickly through a simple process. ProjectTeam.com allows any user to assign Action Items to themselves or other users within the system. Action Items can be assigned to 1 person or multiple people all at once.

What do the colors mean on the Action Items dashboard?

The Action Item Dashboard will only display Action Items that are assigned to the logged in user. All Action Items will have Assigned User(s) and Due Date. The Action Item Due Date will be the date an action must be taken by the assigned user(s). The colors on the Dashboard display the following:

BLUE: All Action Items assigned to you.

RED: All Overdue Action Items assigned to you

ORANGE: All Action Items Due Today assigned to you

GREEN: All Action Items Due This Week assigned to you

How do I create a new Action Item?

When you first log into the system you are taken to the “My Page” homepage. From the My Action Items Dashboard located below your profile picture click the Add New button. Another window will open stepping you through a 3 step process.

Step 1: Choose a project to reference - Select Project from the button next to the project name you would like. Only one project can be selected at a time. You may also search for the project using the blank field at the top hand side.
Step 2: Choose a form to reference - All project forms along with the subject will be listed. Select the form type and subject you would like. You may also search the the form using the blank field at the top hand side. If you would like to create an Action Item with no form association select the Action item is not associated with a form button.
Step 3: Finish creating the Action Item - Fill in the Subject, Assigned to(searchable or Assign to me), and Due Date. Notes can also be filled out. Click Create Action Item.

Action Items may also be created for the any type of record form directly in Files and Folders. From within the form Action Items will be the

How do I complete an Action Item that has been assigned to me?

Where do Action Items that have been marked complete go?

What does it mean to mark an Action Item "obsolete"?

My Action items