Purpose
Create, assign, and track action items. Action items are often auto-created in the Meeting Minutes business process.
Characteristics
This is a Project-level business process with a workflow. It is available in both the Owner and General Contractor templates.
Groups Associated with this Business Process
All Project Users can create, review, reassign, and complete an action item.
Record Statuses
- Open: A non-terminal status.
- Closed: A terminal status.
- Awaiting _Review: A non-terminal status
- Awaiting_Assignment: A non terminal status
- Canceled: A terminal status.