Using Action Items
The Action Items function allows you to manage tasks which occur in relation to property, skills, training and events. For example, you may wish to notify an employee by email of an upcoming training course, or set a reminder regarding some replacement property. There are three different types of Actions Items available:
Using Action Items you can:
- Send emails to internal and external contacts
- Set tasks and reminders for the current user
- Assign tasks to other users
- Make a note of phone messages to/from an internal/external contact
- Set up an action template to be reused as required for tasks/emails that will re-occur. For example, you can set up a form email for replacement of property items, which at the time of sending will pick up the details which have been set for that particular property item.
Any action templates created are available to tasks, phone and emails.
The Add New Options
The Add New button can be clicked directly and this will automatically open a new Task for you. Alternatively you should click the Add New drop-down arrow as this will display the three options of Task, Phone Message and Email. Each of these has a follow-on arrow – when you expand this you are given three further default options of Blank, Property for You and Property Replacement. For example:
Additional entries in each list are created using Action Item Templates.
Action Items that have been assigned to an employee for action will show in that employee's