Capital Project Tracking - Add Action Items

Action Items are the lowest level in Capital Project Tracking. Action items are added to phases to manage a project’s status and progress. 

Add Action Items

To add an action item, navigate to a Phase and expand the Action Items section. Then, select the + Add Action Items button where you can add one action item, or select the + Add More button to add many at once.

Note: Action item names cannot exceed 300 characters

Once your action item(s) have been added, you can take the following actions:

• Edit the action item by selecting it.
• Delete the action item by selecting the trash can icon to the right of the action item details.
• If you have multiple action items, rearrange them by selecting the two horizontal lines and dragging them into the desired position. 

Ready to Edit or Update Action Items?

Learn more with this article: Capital Project Tracking - Edit and Update Action Items