Action Items in RedTeam Flex are directives to complete a task or messages sent to a specific RedTeam Flex user.
This user may be an employee, vendor, customer, or third-party.
Sending an Action Item is like sending a personal message, particularly if the "confidential" box is checked. Action Items referencing a specific Project will appear in the Action Items list.
Manage your Action Items
On the mobile app, you have access to Action Items assigned to you, as well to items assigned to other team members.
This is how you can filter them:
Create an Action Item
You can create Action Items on the go from your RedTeam Mobile app on any mobile device.
Steps:
From the Home Screen, go to the Projects tab, and select a Project.
Go to "Action Items",
Click the Add button
Enter the Task that will be assigned.
Select the person you need to assign the action item to.
Enter a Due Date
Choose if you want this to be Confidential or not
Add a Photo (Optional)
Click Save
