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Action Required portlet

Tips

The Action Required portlet lists all project request workflows and document reviews that require your attention.

To switch between your lists of requested projects and documents, click the corresponding tab at the top of the portlet. The number on the tab indicates how many items of that type require your action.

Tips:

In the Action Required portlet you can:

Review requested projects

The Projects tab lists all project requests that you have been assigned to review.

Requested Projects Field Definitions
Request Name
The unique name assigned to the project request.
Initiator
The name of the person who initiated the request.
Date Initiated
The date the request was initiated.
Stage Name
The name assigned to the current stage of the project request workflow.

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Review documents

The Documents tab lists all documents you have been assigned to review. To perform an action on a document, select the document in the list, then:

Documents Field Definitions
Name
The name of the review.
Initiator
The name of the user who started the review.
Date Initiated
The date the request was initiated.
Due Date
The date on which the review must be completed. If no due date is specified for the review, then this field is blank.
 

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