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Completing an Action Item

Completing an Action Item

Once a task has been finished, mark it Completed to close it out and log a final note documenting the outcome. You can only complete an action item assigned to you.

Follow these steps to complete an action item:

  1. In CINC, go to Portfolio > Action Items.

    OR

    In CINC with universal navigation, go to Tasks > Action items > Action items.

  2. The Action Items page displays. Select the checkbox next to the action item you want to complete.

  3. Click Completed.

  4. The Completed Task window displays. Select a status from the Status drop-down list.

  5. Edit the Subject field, if necessary.

  6. Enter a Note with a minimum of 5 characters.

  7. Click Save.

    Note: Action items can also be completed from the Edit Action Items page by changing the status to Completed.

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