Complete Contract Project Actions
Project Actions are a simple way to manage any type of action that needs to be taken on a project. Project Actions are like To-Do items that need to be completed. They can be created, assigned to employee for completion, and provide documentation of what was completed. Project Actions can be automatically generated from workflows or entered manually from any device. When captured with a mobile device, integrated camera functionality allows for capturing of pictures or videos to associate with the project actions.
- From an existing Project or from the Project Actions navigation in Sales or Project Management areas, open an existing Project Action
- Enter the Project Action Resolution text
- Change the Status to Resolved
- Click Save and Close