Action Item Template Lifecycle

An Action Task Template Administrator can create an action item template. This template defines the tasks that must be completed before the object can be promoted to its next lifecycle state.

The Action Item Template lifecycle includes these states:

This page discusses:

Active

The action item template is created in the Active state. In this state, the Action Task Template Administrator and the template's owner can modify it, delete it, and promote it to the Inactive state. It can be used to create action items.

Inactive

In this state, the Action Task Template Administrator and the template's owner can modify it, delete it, and demote it the Active state.