Creating a WIN10 Program Action Item

Introduction

These instructions describe how to create and assign an action item raised at a WIN10 program meeting.

Do not use these instructions to log risks, issues, or decisions. If you are logging one of these items, refer to the Win10 RAID Guide [resource redacted].

Before You Begin

Confirm you have access to the CG Windows 10 Migration Project site [link redacted]. If you need to request access, contact [contact name and link redacted].

Steps

  1. Open the CG Windows 10 Migration Project site [link redacted].

  2. Go to the Lists menu, and then select WIN10 Program Action Items.

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    The action items list appears.

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  3. Go to the menu bar, and then select List Tools > Items.

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  4. On the ribbon, select New Item > Item.

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    The WIN10 Program Action Items – New Item form appears.

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  5. Complete the form fields as follows:

    Field Action Required?
    Title Enter a brief description that conveys the item’s main theme. Yes
    Description Enter additional details about the item. Yes
    Action Org Enter the responsible organization. Yes
    Action Officer Enter the name of the person responsible for completing the item (the assignee). Yes
    Artifact Add a link to the document associated with the item. No
    Meeting Date Select the date for the meeting. Yes
    Due Date Select the date by which the assignee should complete the item. Yes
    Status Select the New option.
    Note: The assignee updates this status to indicate whether the item is In progress, Delayed, Overdue, On hold, or Completed.    		 Yes
    Priority Select the item’s current ranking in relation to other action items on the list: Low, Medium, or High. Yes
    Comments Enter any additional notes about the item.
    Note: The assignee may use this field to document changes in status, priority, and other action item properties.    		 No
    Dependency Enter any other tasks that must be completed before the item can be resolved. No

  6. Click Save.

    The action items list appears and displays the new action item.

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