Assignee (you have been assigned an action item)
When there's been an action plan / item (via an Audit) assigned to you, it will appear in your task list until completed, and you will also receive an email notification. You can also access action item tasks (as well as any other outstanding tasks) via the dashboard widget*.
* The corresponding dashboard widget must be added to the dashboard for it to appear.
Click on any action item in the task list to show your Action Plan (aka your list of action items).
You can set reminders for your action items, mark them as complete, export to PDF, and add comments to them. If you need help with an action item, you can tag users (using the @ sign) in the comments and they will be notified that you have tagged them.
If a reminder is set, the system will send you an automated email reminder on the day. Only one reminder date can be set at a time; you can change the reminder date whenever you like. The person who assigned the action item can also set reminders too, the reminder setting on the Action Plan page does not override any other reminders scheduled to be sent. Reminders will stop once the action item is marked as complete.
When you mark an action item as complete, the person who created the action item will receive an email notification to let them know you have completed it. They can reverse the completion if they need to for any reason; you will be notified again if that happens.