Managing Action Items (Creating, Editing, Deleting)

Created by Bond Seidel, Modified on Thu, 31 Oct at 11:08 AM by Bond Seidel


Welcome to our in-depth guide on managing individual action items in the 1st Reporting Action Center. In this video, we’ll walk you through the steps to create, edit, and delete action items, making it easy to keep your tasks organized and up to date. From setting priorities to adding details and assigning tasks, we’ll cover everything you need to effectively manage follow-up actions connected to reports and inspections. By the end, you’ll have a clear understanding of how to use these tools to enhance accountability and streamline workflow within your team.


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