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ActionItems

Assigned Outline View with Pending Area & Upcoming Items

Assigned / Pending

 
Here's where "management style" begins.
 

Pending Area: Unlike any other software program, ActionItems™ sends items to a "Pending" area for review and prioritization. Pending is where ideas take form and shape before becoming full-fledged action items. Keep items in "Pending" until you’ve had a chance to review, discuss and compare with other items in that Person or Project's "Upcoming" file. Leave items in pending for that one-on-one meeting – a simple glance determines your agenda!

Assigned Items Outline: Now that an action item has been formally designated, an "Assigned Outline" exists for that person or project. From here on in, feel free to work directly in the Assigned Outline, as opposed to starting in the Journal. Easily access the outline by clicking on the tab across the top of the window, or by selecting it from the Listing window. Amend, edit, prioritize, link external files and documents. Sort by priority, due date, or owner. Attach external documents and graphics file – ActionItems™ supports a full range of file formats including EPS. GIF, TIF PICT, JPEG and MP3. You’ll never spend time wondering where you filed related documents again – everything is stored under one roof!

Upcoming Items: Now, it's time to be relentless. Action items are viewable by a variety of ways – due date, priority, or owner. Review number of items outstanding for an individual vs. number completed, number of overdue items, original due dates vs. revised due dates. Review all action items due for a particular time frame across all People and Projects. Look at outstanding items in need of completion by a static date. Finally, check items off as they become complete – ActionItems™ keeps a detailed history of all past items and their completion dates. Never again will you miss another deadline! But be warned – people are going to wonder how you do it…….

Days Ahead View: Dynamically adjust the time frame for which your Upcoming area displays due dates: via click box, or by selecting a static date on the pop-up calendar.

 
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