Action Item Page

This page shows the details of the action item you selected from the Action Items log. External and internal (Project Center) users see the same information unless otherwise noted.

Action Item


The subject of the action item.


The status of the action item.

Percent Complete

The percent complete of the work required for the action item. This value is entered by the user.


The date the action item was assigned to a contact.

Due Date

The date the action item is due.


When a reminder is enabled, this field displays the number of days prior to the due date on which a reminder notification is sent.

If a reminder has not been set, the value in the field is Disabled.

Action Completed

The date the action item was completed.


Any project keywords assigned to the action item.


The ID number of the action item.


The action item type, which is used in numbering.


The action item's priority.


The disciplines associated with the action item.

Assigned To

The contact(s) the action item is currently assigned to. Select the link to view contact information.

If multiple team members appear in the Assigned To field, the Recipients dialog box opens.


Any other contacts included on the action item.

Assigned By

The contact who assigned the action item.


Description tab

This tab displays any Description text entered for the item.

Discussion tab

This tab lists the actions taken toward resolving the action item.


Select  to open the Discussion dialog box and modify the discussion item.


The date and time the discussion took place.


The author of the discussion item. Select the link to view contact information.


The action taken on the item.


Any details about the item.


Select Add to open the Discussion dialog box and add a discussion item.


Select to delete the discussion item.

Email Log tab

This tab lists all email messages associated with the item.


The    icon indicates the email message is marked as important.


The    icon indicates the email message contains an attachment.


The original subject line of the email. Select the subject of an email message to view it in the Email Preview page.


Displays the first part of the email message.


Displays the original sender of the email.


Displays the recipient list for the email.


Displays the original sent date for the email.


Displays the file size of the email.

Preview Email Messages

Mark this checkbox to display a portion of the email messages below their subjects.


Supporting Documents tab

Displays the supporting documents for the item. Select the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, select the icon to open or save the file locally.


The name of the file.


The file type.

Upload Supporting Documents

Use this area to add supporting documents to the item.

This option is only available for internal (Project Center) users.

Add Files

Select to open the Choose File to Upload dialog box and select a file.

You can select multiple files using standard Windows Shift and Ctrl selection techniques.

Remove All Files

Select to remove all files selected for upload.

Drag-and-Drop Files Here

Drag and drop files directly from Windows to add them to the list of files to upload.

This option is only available if your browser supports the functionality.


Select to upload the files to the Supporting Documents tab.

Related Items tab

This tab lists all Project Center items that are related (linked) to the item. Select the subject of an item to open it in its page.


The subject of the related project item. The icon for the related item type appears to the left of the Subject.


The ID for the related project item.


The type of the Project Center project item.


The status of the item related to the current item.

Team Members

Team members associated with the related item.


The date the related item was created.


Displays any project keywords associated with the item.

Change Log tab

Use this tab to view a history of the actions taken on the selected item, including when it was created, modified, who was involved, and any details.


Date the change occurred.

Event Type

Type of change that occurred.


Project team member who created the change.


The specific field or item that was changed by the event.

In addition to the listed fields, custom fields may also be exist. Project Center administrators can create custom fields throughout Info Exchange.


Page Tools

The following tools are available in the Action Item page toolbar.

Action Items

Select to return to the Action Items log.

Send Email

Select to open the Send Email page to send an email containing the action item's information as shown to a project team member.

View Form

Select to open a printable version of this page.


If you have the required permissions, you will see the following additional options:


Select to open the Modify Action Item page to change the contents of the action item.

Add Similar

Select to open the Add Action Item dialog box and create a new action item based on the current action item.

Supporting documents, related items and email are not copied to the new action item.


Select to delete the action item.


To access this page

Select the subject of an action item from the Action Items Log page.

If action items are not available to you, see Make a Project Center Project and its Activity Centers Available on Info Exchange.


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