Managing action items efficiently is crucial for tracking tasks and ensuring important issues are overlooked. The Activities section for clients in Lifecycle Manager provides a centralized place to create, view, and manage action items.
Creating Action Items
To create an action item, navigate to the Activities menu and click on New action item or Create action items directly from the client dashboard. Enter the details of the task or issue you need to track. This could be anything from a minor follow-up to a major project milestone.
Viewing and Managing Action Items
Client action items are listed in the Activities section. You can filter these items to view items relevant to your current needs. For instance, you can switch between viewing Upcoming, Overdue, and Completed tasks.
Editing Action Items
If you need to update an action item, click on it to open the Edit Action window. Here, you can mark the item as complete, set or update the due date, and make any necessary changes to the description.
Converting Action Items into PSA Tickets
One powerful feature of Lifecycle Manager is converting action items into ConnectWise Manage PSA tickets directly within the platform. This ensures that all tasks are tracked in your PSA system without switching between different tools.
- Open the action item you want to convert.
- Click on the Create ticket button located on the right side of the Edit Action window.
- Fill out the service request form with relevant details.
- Once the form is complete, click Save.
Assigning and Deleting Action Items
You can assign action items to specific team members to ensure accountability. Click the Assign to button and select the appropriate person. If an action item is no longer relevant, you can delete it by clicking on the Delete action item button.
Saving Changes
After updating an action item, click Save to ensure that all changes are recorded. This keeps your action items up-to-date and accurately reflects the current status of tasks.