Creating a Specific Action Item Alert

To create a specific action item alert:

  1. Whenever you create or edit an action item, you can check the Alert when action item created/modified check box in the Action Item dialog box. Checking the box automatically generates an alert message to the default recipients whenever the action item is modified.
  2. To change the alert outcome, the default message or recipients, click Edit Alert. The Message step of the Alert wizard opens with all of the selected action item information already inserted.