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Create a New Action Item

Written by John Eger

1. Click "Add Task" under "Action Items"

2. Click "Action Item"

3. Task Name: Create a title for the to-do item

4. Description: Add additional description info to the to-do item

5. Due Date: Set a due date for the to-do item.

Tip: Notice: Are you assigning yourself to the to-do? If not, unselect the option.

6. Assign the task to someone: Click "Add task member". Multiple people can be assigned to the to-do item

Tip: Note: A person has to be assigned to the Learning Walk to be assigned a task. If they are not included, add them as a District Team Member.

7. Click "Create"

Tip: Note: An email notification will be sent to the person if they are assigned to a to-do item.

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