Action items are created for tasks assigned to yourself or another management company team member. To create action items for boards, refer to Creating a Board Action Item.
Follow these steps to create an action item:
In CINC, go to Portfolio > Action Items.
OR
In CINC with universal navigation, go to Tasks > Action items > Action items.
The Action Items page displays. Click New.
The New Action Item page displays. Confirm the appropriate association displays in the association field at the top of the page, or search for and select an association.
Select My Action Item from the Action Item Type drop-down list.
Confirm the Assign To user. The action item is assigned to you by default. Select a user from the Assign To drop-down list if necessary.
Select a user from the Delegated To drop-down list, if applicable.
Note: This field is optional. Use it to delegate part of the task to another team member while remaining the action item's owner. Refer to Delegating an Action Item.
Select the Start By Date.
Note: The Start By Date can't be prior to the current day.
Select the Due Date.
Select a status from the Status drop-down list.
Note: The default status is Not Started.
Enable the Internal toggle, if necessary, to prevent the action item from displaying on reports.
Enter a name for the action item in the Action Item Name field.
Enter a description in the Description field.
Click Browse to locate and select the appropriate file(s) to attach.
Note: The maximum file size for attachments is 10 MB. Files larger than that can't be uploaded.
Click Save.