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Workday User Guide
Last Updated: 2023-06-23
Configure Action Items

Configure Action Items

Create suppliers.
You can configure
Action Items
 internally for your team and externally for your suppliers to complete.
  1. Select
    Suppliers
     from the
    Navigate
     drop down menu to access your
    Supplier Directory
    .
  2. Search for and select a supplier.
  3. Click the
    Action Items
     tab.
  4. Click the
    Add Action Item
     button to create an
    Action Item
    .
  5. The
    Assignee
     drop down menu enables you to assign
    Action Items
     to teammates or to a contact in supplier companies.
  6. Click
    Save
     to save the
    Action Items
     to the supplier
    Action Items
     tab.
  7. Access the
    Action Item
     to:
    • Edit the components of the
      Action Item
      .
    • Complete the
      Action Item
       and automatically move to the
      Completed Action Items
       section.
    • Send Email to the
      Assignee
      .
  8. Click the
    Link Related Project
     button to link the
    Action Item
     to an existing project. You can also create a new project with a link to the
    Action Item
     you created.
You can review:
  • Attachments.
  • Pending and completed
    Action Items
    .
  • Project priorities.

This content is not part of the Workday Administrator Guide.