Assigning Action Items to an Issue 

Use

On the Action items tab, you can enter steps, actions and questions for an issue, and designate a person responsible. The information you enter here is independent of the data you enter on the issue as a whole.

Prerequisites

You have opened the Issue Editor. You have also entered an issue or have been assigned responsibility for a specific issue.

Procedure

  1. Select the Action items tab.
    The name of the project team member who entered the action item and the date it was assigned appear above the Description of action field. You cannot change these entries.
  2. Choose Add Assignment on the lower right of the screen.
  3. In the Description of action input field, describe the problem to be resolved.
  4. In the Priority list box, select the urgency of the problem with regard to the resolution of the issue as a whole. The priority of the action item may differ from the priority of the issue itself.
  5. In the Assigned to list box, select the project team member responsible for carrying out the action item.
  6. In the Resolution due list box, determine when the action item has to be completed. Select an entry from the list box (you can choose from specific periods of time in hours, days or weeks), or double-click Resolution due to open a calendar and choose a specific date and time.
  7. Set the status of the action item. The status of the action item may differ from the status of the issue itself.
    Select Not Yet Process for a new action item. When you enter information in the Progress and result input field, the status automatically changes to In Process.
  8. Choose Save, to save and close the action item.
    You cannot change the description of the action item once you have saved your entries.

Use the arrows and on the lower left of the screen to navigate from one action item to other action items for an issue.

  1. You can continue to edit the issue as follows:

Choose Save to close the Issue Editor.