Using the Action Item Lists Module

This section provides an overview of the Action Item Lists module and discusses how to use the Open Action Items pagelet.

Use the Action Item Lists module to maintain action item lists and action items defining responsibilities for individual workspace members. Members can also monitor current action items using the Open Action Items pagelet, which appears on the workspace homepage.

Action items are assignments or tasks that are assigned to workspace members and require some sort of activity, monitoring, or event to take place before they can be considered complete. These action items are organized into groups called action item lists.” The list of action items appears in a flat view, with no nested hierarchy.

The pages used to manage lists and action items in the Action Item Lists module are the same pages used in the Action Item Lists feature that is available from the PeopleSoft Interaction Hub homepage. When you click the Action Item Lists link in the workspace menu, you access the Action Item Lists page, which functions similarly to the My Action Item Lists page in the portal. The Action Item Lists feature is documented in the Using Portal Features

See Action Items Overview.

Access the Open Action Items pagelet on the workspace homepage.

This example illustrates the fields and controls on the Open Action Items pagelet. You can find definitions for the fields and controls later on this page.

Open Action Items pagelet

Use the Open Action Items pagelet to review open action items in the Action Item Lists module. The pagelet also includes other convenient links for using the Action Item Lists module.

Field or Control

Description

Action Item

Click a link in the Action Item column to view the Action Item Details page for that item.

View All Action Item Lists

Click to access the Action Item Lists page of the Action Item Lists module.