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How To Assign An Action Item

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Written by Alyssa Szeto

Documenting a lesson is only part of the journey. Action items enable you to close the loop on lessons.

Pre-requisite: Action types should be set up in the admin panel. Read more about it in the How To Setup Action Types article

To assign an action item

  1. Go to the Lessons tab, and go into the detailed view of the lesson by clicking the title.
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  2. On the bottom left side of the page, you will see a box that says Action Items.
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  3. Click Add Action Item.
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  4. Fill in the information for the action item

    • Action type: this is customizable in the organization settings

    • Assignee: this person will receive a notification that they have been assigned an action item.

    • Description: provide any additional information that will guide the assignee
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The assignee will receive a notification, and they will be able to come in and select the status and upload evidence of completion once the action item is done, giving you full visibility and auditability of the actions taken.
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