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 clicking View > Project Information > Action Items from the menu bar.

2.     Click 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, click the Status drop-down list and select Completed.

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.     Click Save and Close to close the action item.