Out-of-the-box Action Item Workflow

The standard out-of-the-box Action Item Workflow has the following States, State Attributes, and respective Assignments.

State Attribute Assignment
Open Initial Creator, Originator, Project Manager
In Progress None Creator, Originator, Project Manager, Project Team Members
Completed Completed Creator, Originator, Project Manager, Project Team Members
Closed Read Only, Final  

Workflow progression

The typical workflow progression standard out-of-the-box Action Item Workflow is:

  1. A new Action Item is opened, and either assigned to user or canceled.
  2. The user starts performing Action Item and change status to In Progress
  3. After completing the Action Item, it can be closed or reopened.