New article
Recently updated
Adding an Item to a List
Who is this article for?Users who want to learn about adding an Item to a List
Access to the Configuration module is required.
This guide will walk you through the steps of Adding an Item to a List. This process will be similar for all Lists. In this guide the example of Adding an Action Type to a list, will be used to demonstrate.
1. Instructional Video
2. Adding an Item to a List
- Access the Configuration module.
- Select Lists from the Configuration module menu.
- Choose Action Types and click it to open.
- Click Create Action Type.
- Enter a Title for the Action Type.
- Select a Colour.
- Enter a Description for the Action Type.
- Click Save to proceed.
- If you would like the Action Type to become the Default for newly created Actions, tick the check box.
- If you wish to assign the Action Type to specific Roles, click Add Roles.
- Select the desired Roles.
- Click Save to proceed.
- Set the Warning time. This is the number of days before a warning will appear.
