Close an Action Item

Perform the following steps to close an action item.

You must be part of a permission set that allows you to close action items.

To close action items

1.     If you are not already there, go to the Action Items log by selecting View > Project Information > Action Items from the menu bar.

2.     Select the icon for the action item you want to close to open the Modify Action Item dialog box, shown below:

3.     To close the action item, select the Status drop-down list and select Completed. This indicates that the work for the action item has been reviewed and confirmed.

4.     To send a notifying email message to the contacts associated with the action item, mark the Send Change Notification Email checkbox (located at the bottom of the dialog box).

5.     Select Save and Close to close the action item.