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Frequently Asked Questions

We've compiled a list of answers to common questions.

  • To start a new action item, there are two ways:

  • Click on the +Create button top right then Action Item

  • Click on Action Items in the left menu, then the New Action I tem button on the right side of your page.

  • Fill in details and assign the Action Item to a person or department.

  • Due Date and Start Date are optional.

  • When you click Update, the Action Item will appear in the “My Feed” and as a notification in the left menu under Action Item for the appropriate users.

  • Action Item Video
  • To start a housekeeping item there are two ways:

    •Click on the +Create button on the top right navigation bar or,

    •Click on Housekeeping Items on the left side menu, then the +Create Housekeeping Item button near the top right of your page



    Housekeeping Items Video

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