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