Mobile App Action Items

Action Items

Summary: This article walks through navigating action items in the mobile app. 

The Action Items page is where you can view My Action Items, All Action Items and Create Action Items.

• Select the My Items button to view your Action Items.
  • Select from the Current Item list to open additional details about the item.
    • Note: The layout of each Action Item will differ depending on the Action Item Type. For example, an Invoice Action Item will display different fields than an ARC Action Item.
    • Fields can be edited and saved by clicking the Checkmark Icon  , if available.
    • Click the Pencil and Pad Icon  to access the following options:
      • Edit Item: Opens the Edit Action Item page.

• Change Step: Edit the current step of the Action Item.
• New Message: Send a New Message about the Action Item to a User Role and/or recipient.
  1. Select a role from the available list by selecting the Greater Than Icon.
  2. A specific email can be entered if necessary.
  3. Enable the High Importance toggle  to mark the message as high priority for the recipient.
  4. Enter your message in the provided field.
  5. Attachments can be added using the following options:
     • Uploaded from your device’s storage by selecting the Cloud Icon .
     • Or, taking a photo by selecting the Camera Icon .

6. Select the Checkmark Icon to send.
   

• • Cancel: Returns you back to the Details page.

• Select the All Items button to view All Action Items.
  • The Association Selection field will become visible where you can select (All Associations) or an individual association.
  • Note: The list will not auto-populate with results automatically but will return results based on a search of at least one character, both numbers and letters.

Add Action Item

• Select the Add Icon  to create a new Action Item.
  

1. Choose a Homeowner or Association for the Action Item.
   
   
   • The Association can be changed by selecting the Association Name and selecting from the Association list.
   • Select the Homeowner button to search for Homeowners.
     • Recent Homeowners will auto-populate in the Recent
   • Select the Association button to search for Associations.
2. Select an Action Type.
3. Select an Action Step.
   • Note: An Action Type needs to be selected before attempting to select an Action Step.
   • Note: The list of available Action Steps will differ based on the selected Action Types
4. Select a Follow Up Date, if necessary.
5. Select a Due Date, if necessary.
6. Enter a Subject for the Action Item.
7. Enter a Description for the Action Item.
8. Enter an Email if necessary.
9. Attachments can be added using the following options:
   • Uploaded from your device’s storage by selecting the Cloud Icon .
   • Or, taking a photo by selecting the Camera Icon .
10. Select the Checkmark Icon to create the Action Item.

 It’s Important to remember that additional fields may appear on the Create Action Item page depending on the Action Type being created. For Example, selecting a Work Order Action Type will require you to select a Service Provider whereas selecting an ARC Request Action Type will require you to select an ACC Type.