How to create an Action

Note

When created, Actions will always be related to a Portfolio, a Project, or a Work Package.

Settings

The steps described below are the ones when the Enable Work Items Home Page Charts option is enabled by the Administrator in the System Settings workspace, Work Management Settings folder, Global Options tab.

  1. Log in to the HTML5 client.

  2. Select:

    1. The Work workspace, Work Items tab, if you want to create an Action related to a Project.

      Then select a Project in the Project Data Selector.

    2. The Portfolio Work Management workspace, Work Items tab, if you want to create an Action related to a Portfolio.

      Then select a Portfolio Folder in the Data Selector.

  3. Click on the New (alert_close22.png) button available in the Actions Chart section.

  4. In the Work Item dialog box, enter the needed information.

  5. Select a task in the Related Task field if you want to relate the Action to a task. In doing so, the Action will be available in the Gantt side panel.

    Note

    This field is only available if you create an Action related to a Project.

  6. Enter dates in the Planning section so that some alerts will indicate if there are issues with Committed Dates (or Due Dates if the Committed Date field is empty).

  7. Click on the DONE button to close the dialog box.