1. Video

You can check the video for a walkthrough of how to add an Action Item in the Project.



2. Add an Action, Decision Dependency, and Assumption in Action Tracking


1. In the Action Tracking page, click the + Action button in creating Action, Decision, Dependency, and Assumption.


 

 2. In the New Action page, fill in the following details:


  • Action ID - Automatically generated ID 
  • Date Added - Automatically set to Current Date
  • Type - Select from the following dropdown options: Action, Decision, Dependency, Assumption
  • Meeting Assignment - Select from the added Meetings in the Project
  • Module - Select from the following dropdown options: Risks, Issues, Deliverables, Change Control, Resourcing, Quality Management, Others

* If you choose a module as an option, an Item will appear below the Module field. Select a module item from the dropdown list that will be associated to the Action Item.


* If you choose Others as an option, a text field will be displayed. Create your own entry item in the field provided.

 

  • Work Stream - Select from the added Work Streams in the Project
  • Description
  • Assigned to
  • Participants

* If you like to add more participants, click +Add New Participant.

  • Due Date 


3. Once all the required information has been provided for Action, Decision, Dependency or Assumption, click the Add Action button.