1. Action Tracking

  • From the Homepage, click ‘Projects’ from the top navigation.



  • In the ‘Project Dashboard’ section, click on the ‘Name’ of the ‘Project’ that you want to manage.

Note: In this section you can only see the Projects assigned to you unless the administrator has provided you a Company Access Level to all Projects.



  • Once a project is selected, go to the left sidebar and click on ‘Action Tracking’ as shown below.
  • Then, you will see the List of Action items related to the project.