{"id":6107,"date":"2022-03-08T12:21:33","date_gmt":"2022-03-08T12:21:33","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&#038;p=6107"},"modified":"2025-08-18T12:38:43","modified_gmt":"2025-08-18T07:08:43","slug":"how-to-manage-action-items","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-manage-action-items\/","title":{"rendered":"How to Add and Manage Action\u00a0Items"},"content":{"rendered":"<p>Start with the video first to get a better grasp of the topic!<br \/>\n<iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/801468534?h=3f46c17295&amp;title=0&amp;byline=0&amp;portrait=0\" width=\"640\" height=\"360\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<table style=\"line-height: 10px; height: 77px; width: 99.2704%; border-collapse: collapse; background-color: #f7f7f7;\">\n<tbody>\n<tr style=\"height: 108px;\">\n<td style=\"width: 100%; height: 77px;\">\n<p style=\"text-align: left;\"><strong>Skip Ahead to:<\/strong><\/p>\n<p style=\"line-height: 10px; text-align: left;\"><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-manage-action-items\/#Overview\">Overview<\/a><\/p>\n<p style=\"line-height: 10px; text-align: left;\"><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-manage-action-items\/#Navigation\">Navigation<\/a><\/p>\n<p style=\"line-height: 10px; text-align: left;\"><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-manage-action-items\/#AddActionItems\">Steps to Add Action Items<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-manage-action-items\/#CommonOperations\">Common Operations to Manage Action Items<\/a><a id=\"Overview\"><\/a><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-manage-action-items\/#CommonOperations\"><\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Overview<\/h2>\n<p>An action item is a documented event, task, activity, or action that will be carried out and monitored. Action items might occur as a result of a discussion by a group of people as an action plan. The action item is assigned to a member responsible for performing the action and reporting to the group on the status.<a id=\"Navigation\"><\/a><\/p>\n<p>An example of an action item is \u2018Database maintenance\u2019.<\/p>\n<h2>Navigation<a id=\"AddActionItems\"><\/a><\/h2>\n<p>Navigate to the breadcrumb at the top and hover over the Project name, expand the\u00a0<strong>Manage<\/strong>\u00a0module, and select <b>Action Items.<\/b><\/p>\n<h2>Steps to Add Action Items<\/h2>\n<p>To capture specific information in Action Items, managers can customize the Action Item Form by adding fields to sections or adding new sections.<\/p>\n<p>To add Action Items:<\/p>\n<ol>\n<li>Click the <b>ADD <\/b>button.<\/li>\n<li>Enter details such as Name, Description, Priority, etc.<\/li>\n<li>Click the <strong>SAVE<\/strong> button.<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/ActionItem.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16263\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/ActionItem.jpg\" alt=\"Action Item\" width=\"1303\" height=\"349\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/ActionItem.jpg 1303w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/ActionItem-300x80.jpg 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/ActionItem-1024x274.jpg 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/ActionItem-768x206.jpg 768w\" sizes=\"(max-width: 1303px) 100vw, 1303px\" \/><\/a><\/p>\n<p>Once an Action Item gets created, then the following tabs are visible:<\/p>\n<ul>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/collaboration\/\" rel=\"noopener\">Comments &amp; Attachments <\/a><\/li>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/working-with-todos\/\" rel=\"noopener\">ToDos<\/a><\/li>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-manage-linked-cards-in-workitems\/\" rel=\"noopener\">Linked Cards<\/a><\/li>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/understanding-the-activity-log\/\" rel=\"noopener\">Activity Log<\/a><\/li>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-add-and-modify-a-workitem\/#SystemFields\" rel=\"noopener\">System Fields<\/a><\/li>\n<\/ul>\n<p>You can link Forms such as \u2018Defect\u2019 to trace the defects from an Action Item. This way, you can add multiple defects to a single Action Item by defining Linked Cards. The link will be set for new defects and existing defects from the Linked Cards section. To link the Defect section to the Action Item Form, add a section of type &#8216;Linked Item Segment&#8217; in the Action Item Form and select Defect in the Linked Item.<a id=\"CommonOperations\"><\/a><\/p>\n<p>You can also define links between various Forms such as a Change Request or an Issue.<\/p>\n<h2>Common Operations to Manage Action Items<\/h2>\n<ul>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-add-and-modify-a-workitem\/#EditWorkitem\" rel=\"noopener\">Edit<\/a><\/li>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-add-and-modify-a-workitem\/#MultilineAddItem\" rel=\"noopener\">Multiline Add Item<\/a><\/li>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-copy-and-delete-a-workitem\/#DeleteWorkitem\" rel=\"noopener\">Delete<\/a><\/li>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-export-and-import-workitems\/#ExportWorkitem\" rel=\"noopener\">Export<\/a><\/li>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-export-and-import-workitems\/#ImportWorkitem\" rel=\"noopener\">Import<\/a><\/li>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-copy-and-delete-a-workitem\/#CopyWorkitem\" rel=\"noopener\">Copy<\/a><\/li>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-print-workitems\/\" rel=\"noopener\">Print<\/a><\/li>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-sort-the-list-view\/#MultiSort\" rel=\"noopener\">Multi Sort<\/a><\/li>\n<li><a id=\"VideoReference\"><\/a>Log Effort for the Action Items (available only for projects which have the \u2018Include in Timesheet\u2019 option selected for the Action Items Form).<\/li>\n<\/ul>\n<div class=\"helpful-block-content wth-theme-thumbs\" data-title=\"\" >\n<ul>\n<li><span class=\"wth-title\">Was this helpful?<\/span><\/li>\n<li><a data-post=\"6107\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-manage-action-items\/\" data-post-title=\"How to Add and Manage Action\u00a0Items\" data-response=\"1\" href=\"#\" class=\"wth-green-btn icon-thumbsup\">Yes<\/a>&nbsp; &nbsp;<a data-response=\"0\" data-post=\"6107\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-manage-action-items\/\" data-post-title=\"How to Add and Manage Action\u00a0Items\" href=\"#\" class=\"wth-red-btn icon-thumbsdown\">No<\/a><\/li>\n<\/ul>\n<\/div>","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","multi-rating":{"mr_rating_results":[]},"_links":{"self":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/6107"}],"collection":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/comments?post=6107"}],"version-history":[{"count":31,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/6107\/revisions"}],"predecessor-version":[{"id":19407,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/6107\/revisions\/19407"}],"wp:attachment":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/media?parent=6107"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}