Tasks are powerful tools that help your agency keep its commitments, understand your workload, and keep your team on the same page. Some tasks are simple (return a phone call). Others are more complex and may require multiple steps. Instead of creating separate tasks for each step, you can add Action Items within a task. These sub-tasks can be assigned to different colleagues and have their own due dates. They can be tracked within the task or through your Timeline.
Use Action Items when something, well, actionable is required to complete the overall task. Here's how to add and manage Action items.
When creating or editing a Task, click on 'Add Action Item link.
Fill in the Action Item form. Keep in mind that the due date for the Action Item must be before the Task's due date.
After completion, you can access all Tasks and action items within a case record by navigating to the Tasks tab and clicking the downward arrow to reveal associated action items. Alternatively, you can also review them on your Timeline. Just like Task stages, Action Items will also feature stages. You can indicate their completion status once they're done.
To add descriptions to Action Items, simply navigate to Tasks > Edit > Action Items > Actions > Add Descriptions.
Once added, you'll see a 'D' icon indicating that the action item has a description. You can easily view the description by clicking on the Title of the Action Item. Furthermore, you can indicate that an Action Item is complete by checking its checkbox. This provides a quick way to see how work on the overall task is progressing.