Action Item Page
This page shows the details of the action item you selected from the Action Items log. External and internal (Project Center) users see the same information unless otherwise noted.
Action Item
Subject
The subject of the action item.
Status
The status of the action item.
Priority
The action item's priority.
Disciplines
The disciplines associated with the action item.
Assigned To
The contact(s) the action item is currently assigned to. Click the link to view contact information.
If multiple team members appear in the Assigned To field, the Recipients dialog box opens.
CC
Any other contacts included on the action item.
Keywords
Any project keywords assigned to the action item.
ID
The ID number of the action item.
Due Date
The date the action item is due.
Remind
When a reminder is enabled, this field displays the number of days prior to the due date on which a reminder notification is sent.
If a reminder has not been set, the value in the field is Disabled.
Assigned By
The contact who assigned the action item.
Discussion tab
This tab lists the actions taken toward resolving the action item.
Modify
Click to open the Discussion dialog box and modify the discussion item.
Date
The date and time the discussion took place.
Author
The author of the discussion item. Click the link to view contact information.
Action
The action taken on the item.
Remarks
Any details about the item.
Add
Click Add to open the Discussion dialog box and add a discussion item.
Description tab
This tab displays the text from the selected action item's Description tab.
Email Log tab
This tab lists all email messages associated with the action item.
Importance
The icon indicates the email message is marked as important.
Attachments
The icon indicates the email message contains an attachment.
Subject
The original subject line of the email. Click the subject of an email message to view it in the Email Preview page.
Message
Displays the first part of the email message.
From
Displays the original sender of the email.
To
Displays the recipient list for the email.
Date
Displays the original sent date for the email.
Size
Displays the file size of the email.
Preview Email Messages
Mark this checkbox to display a portion of the email messages below their subjects.
Supporting Documents tab
Displays the supporting documents for the action item. Click on the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, click the icon to open or save the file locally.
Name
The name of the file.
Type
The file type.
Related Items tab
This tab lists all Project Center items that are related (linked) to the action item. Click the subject of an item to open it in its page.
Subject
The subject of the related project item. The icon for the related item type appears to the left of the Subject.
ID
The ID for the related project item.
Type
The type of the Project Center project item.
Workflow
The status of the item related to the action item.
Team Members
Team members associated with the related item.
Date
The date the related item was created.
Keywords
Displays any project keywords associated with the item.
Change Log tab
Use this tab to view a history of the actions taken on the selected action item, including when it was created, modified, who was involved, and any details.
Date
Date the change occurred.
Event Type
Type of change that occurred.
By
Project team member who created the change.
Detail
The specific field or item that was changed by the event.
In addition to the listed fields, custom fields may also be exist. Project Center administrators can create custom fields throughout Info Exchange.
Page Tools
The following tools are available in the Action Item page toolbar.
Action Items
Click to return to the Action Items log.
Send Email
Click to open the Send Email page to send an email containing the action item's information as shown to a project team member.
View Form
Click to open a printable version of this page.
If you have the required permissions, you will see the following additional options:
Modify
Click to open the Modify Action Item page to change the contents of the action item.
Add Similar
Click to open the Add Action Item dialog box and create a new action item based on the current action item.
Supporting documents, related items and email are not copied to the new action item.
Delete
Click to delete the action item.
To access this page
Click the subject of an action item from the Action Items Log page.
If action items are not available to you, see Make a Project Center Project and its Activity Centers Available on Info Exchange.