Closing an Action Items Record

When an Action Item record is completed, it is sent for review. As a reviewer, you can either approve the record by selecting Complete, or select Return if the record requires more work, or select Cancel to close the record and move it to the end step.

To review and close the Action Items record:

  1. Go to your project. Ensure that you are in the User mode.
  2. Expand the Communication & Followup node and click on Action Items.
  3. From the Tasks log:
    • Select the task you want to work with, and click > Open. You can also double-click on a task to open it.

    The view-only form displays all fields on the record.

    • The Upper Form contains project information, including the record number and title.
  4. The Task Details section displays who sent the record, who can take action on the record, who was copied on the record, the step to which the record was sent, the task due date, the task status, and in Classic View, any task notes. From the Workflow Actions list, select Complete.
  5. Select and add recipients, follow the prompts, and when finished, click Send.The Action Items record is closed and removed from the Tasks log. The record will appear in the recipient's Notifications log.

Last Published Monday, August 28, 2023