How to set up the Action List Header

You can customize your project header in the action list template. A sufficient role is required to create or modify the template.

Follow this link to learn more about action list, checklist and corrective actions templates.

Set up the template

• Open the template list

  Go to the Action Lists module, click the drop-down menu arrow and select Action List Template from the submenu.

  

• Create or edit a template

  To create a new template, click the green plus button. To modify an existing template, click the edit pencil icon next to it.

  

• Add the actions

  Define the template’s title, responsible person and protect settings. Add your actions on the Actions tab and define their offset dates, responsible person, approver, dependencies, etc.

  

• Choose the header fields

  On the Project Definition tab, select the fields you want to display in your project header: simply tick or untick the box of each field. You can also pre-enter text. You can customize the header even further:

  • Rename the header fields, such as Business Goal, Problem Statement, Objectives and others.
  • Arrange the layout of the project sections and place them where they make the most sense for you (drag & drop).
  • Predefine text in each section of the template and easily transfer it to your project. Please note that it can be overwritten at the document level.
  • Add tables to your sections where applicable, for a simple and clear view.
  • Display pictures to bring more visuals to your team.

  

• Select the project metrics

  Select your Project Metrics.

  

• Predefine the settings

  Predefine the other project Settings.

  

Create a project from the template

• Create a new project

  Once you have defined your action list template, you are ready to create a new project. Go to your action lists and click the green plus button on the right to create a new project.

  

  

• Select the template

  Define the main settings, such as title, labels, leader, etc., and select your template from the Action List Template submenu.

  

• Preview the template

  Use the eye icon to preview the actions and settings of the template.

  

  

• Choose where to display it

  Select the location(s) Where to display your action list document.

  

• Save the action list

  Save your action list.