Editing Details on Action/Tracker Items

The Action Item Detail Page provides the ability to add comments about work being done on an Action/Tracker Item. It also gives you the flexibility to move an item between projects or meetings. Keep in mind. If you change projects, related items such as the Meeting, Identified By, and Assigned To are cleared. The Action Item Detail Page has a text box for entering multiple lines of text when entering the Description of the Action/Tracker Item. Any changes in the Action Item Detail Page causes the Item Tracker Page to refresh. When you change any information related to the Action/Tracker Item the Last Updated date will change to the current date. If you set the status to Resolved, the Date Resolved is set to the current date.

Comments

Comments can be multiple lines. When you add a new comment it defaults the Updated date to the current date. Updated By defaults to the Project Manger specified in Preferences. Comments are intended to be a quick note.

To add a comment:

  1. Select New Item from the Edit menu.
  2. Type in Comments.

To delete a comment:

  1. Click a cell in the comment row to select it.
  2. Select Delete Item from the Edit menu.
  3. Click Yes to confirm the deletion.

To edit a comment:

  1. Double-click the cell to activate the editor.
  2. Type in or select the new value.
  3. Click out of the cell or press Enter.

To open the Action Item Detail Panel:

  1. From the Item Tracker Page or Project Notes Page, double click the Action or Tracker Item row counter.