Complete an Action

When you complete an action, you must enter completion notes in the action record to sign it off.

To complete an action:

1. On the header bar, click Personal Zone.
2. In the Actions dashpart, click for the action that you want to complete.
   If the Actions dashpart is not displayed, click to add it.
3. On the Actions Details window, use the Completion Notes field to enter some completion notes.
   For example, this might include a brief summary of the steps that you undertook to complete the action.
4. Click Save.
5. If you are prompted to create a follow-up action, do one of the following:
   • Click Yes to create a new action.
   • Click No to finish without creating a new action.