Portfolio Action Tracking

1.0 Portfolio Action Tracking
1. Action Tracking To view the ‘Portfolio Action Tracking’ page, from the Homepage, click ‘Portfolios’ from the top navigation.     Within the ‘Por...
Tue, 26 Jan, 2021 at 5:28 PM
1.1 Add an Action, Decision and Dependency in Action Tracking
1. Add an Action, Decision and Dependency in Action Tracking 1. In the Action Tracking details page, click the + Action button in creating Action, Decis...
Tue, 24 Nov, 2020 at 1:14 PM
1.2 Updating an Action, Decision and Dependency in Action Tracking
1. Updating an Action, Decision and Dependency in Action Tracking 1. In the Action Tracking page, click the Action ID of the Item you want to update.  ...
Tue, 24 Nov, 2020 at 1:15 PM
1.3 Quick Editing an Action, Decision and Dependency in Action Tracking
1. Quick Editing an Action, Decision and Dependency in Action Tracking 1. In the Action Tracking page, hover over the Action ID of the Item you want to ...
Tue, 24 Nov, 2020 at 1:15 PM
1.4 Deleting an Action, Decision and Dependency in Action Tracking
1. Deleting an Action, Decision and Dependency in Action Tracking 1. In the Actions section under the Action Tracking page, click the Action ID of the A...
Tue, 24 Nov, 2020 at 1:15 PM
1.5 Exporting PDF file for an Individual Action, Decision and Dependency Item only
1. Exporting PDF file for an Individual Action, Decision and Dependency Item only 1. In the Action Tracking details page, click the Action ID Item.   ...
Tue, 24 Nov, 2020 at 1:16 PM
1.6 Exporting PDF file for all Action, Decision and Dependency Item only
1. Exporting PDF file for all Action, Decision and Dependency Item only 1. In exporting a PDF file for all items, navigate to Action Tracking page.   ...
Tue, 24 Nov, 2020 at 1:19 PM
1.7 Sending the Action, Decision or Dependency Items
1. Sending the Action, Decision or Dependency Items 1. In the Action Tracking details page, click the Action ID Item.     2. In Action details, click...
Tue, 24 Nov, 2020 at 1:20 PM
1.8 Filtering and Search Actions, Decisions or Dependency Items
1. Filtering and Search Actions, Decisions or Dependency Items You can filter and search actions, decisions and dependency item through the following be...
Tue, 24 Nov, 2020 at 1:23 PM
2.1 Add Meeting in Action Tracking
1. Add Meeting in Action Tracking 1. In the Action Tracking details page, click the + Meeting button.     2. In opening ‘Meeting’, populate all the f...
Tue, 24 Nov, 2020 at 1:27 PM