Close an Action Item

Perform the following steps to close an action item.

You must be part of a permission set that allows you to close action items.

To close action items

1       If you are not already there, go to the Action Items log by selecting View > Project Information > Action Items from the menu bar.

2       Select the icon for the action item you want to close to open the Modify Action Item dialog box, shown below:

3       To close the action item, select the Status drop-down list and select Completed. This indicates that the work for the action item has been reviewed and confirmed.

4       To send a notifying email message to the contacts associated with the action item, mark the Send Change Notification Email checkbox (located at the bottom of the dialog box).

5       Select Save and Close to close the action item.