Action Item Lifecycle

Action items are tasks that need to be completed during the lifecycle of an item. The task definition includes the instructions for completing the task and its due date. Some action item tasks prevent their parent items from being promoted to the next lifecycle state until they are completed.

The Action Item lifecycle includes these states:

This page discusses:

Create

The action item is created in this state. The action item's owner can modify or delete it in this state or promote it to the Assigned state. Once the action item is assigned, it is automatically promoted to the Assigned state.

Assigned

Once the action item is assigned, it is automatically promoted to the Assigned state. The action item's owner can modify it or demote it to the Create state. Once the assignee completes the action, it is automatically promoted to the Complete state.

Complete

Once the assignee completes the action item, it is automatically promoted to the Complete state.