Use the Action form to assign actions to users of PM Compass.
All workflow categories in PM Compass share a common form toolbar.
The Action form includes the following tabs:
General
Links
Progress
Assign an Action
View location
To display the Action form:
On the Navigation menu, click Workflows » To Do » Action Workflow.
Complete one of the following:
To create a new Action, click New » New Workflow.
To view or modify the details of an existing Action, click the title or select the action row and click Form View.
Learn more about...
Action Item Overview
Workflow Overview
Workflow List View toolbar