Action Items | Community
Skip to main content
KIMBERLYREA
Community Advisor
Community Advisor
April 11, 2017
Archived

Action Items

  • April 11, 2017
  • 3 replies
  • 518 views

Ability to track action items like you can with Risks with customizable fields. For example, action owner, status, deliverable, date raised, date to be completed.

This could be on the issue, task and project level.

3 replies

Level 10
April 12, 2017

An action item is really an issue. You can create a custom form with custom attributes and associate it with Action Items. That gives you the ability to track all those other attributes. Does that come close to giving you what you want?

KIMBERLYREA
Community Advisor
Community Advisor
April 12, 2017

Hi Lucas,

We started down that road but there could be a number of action items and we were looking for some smart logic to create more (like risks and expenses adds on a new one when you fill one in) instead of action "Action 1, Action 2, Action 3.....Action 20). We don't know the number of actions it could be and that becomes and admin nightmare to maintain.

Thanks for the idea though.

Thanks

Level 10
May 23, 2017

Recommend a simple solution. Include a checkbox for Action Item or Issue in current Issue functionality.