Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

Creating Action Statuses

  1. Last updated
  2. Save as PDF

Action Statuses

Creating additional Action Statuses for various record types in CMO allows for more high level visibility in Registers and Dashboards, control and configure specific Action Workflow Rules and conditions, etc.

Creating Action Statuses

  • Begin by going to the Admin module
  • Go to the Action Management Process tab
  • Go to Action Statuses
  • Click on New

2018-02-12_CMOClientSuccessPortal_ActionStatus_1.png

  • Title the new Action Status
  • Enable or disable "Can be overdue" as desired
  • Click Save

2018-02-12_CMOClientSuccessPortal_ActionStatus_2.png

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    How-to
  2. Tags
    1. 15.02.25
    2. 16
    3. action
    4. Action Management Process
    5. cmo
    6. Status