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How do I change a role to assign them an action list item?

In order for you to assign a responsibility to a role for an action list item whether it be an internal or external role, that role must have access to see and complete the action list items in that red menu (commonly called thread). You can easily make changes to that thread through the administration of the project.

To make this change

  1. Click the AdminĀ button.
  2. Click the Administer project button.
  3. Click Action Lists.
  4. Click the desired thread you wish to make the change.
  5. Find the role in the list and check the boxes next to View and Complete and click Save.

Now you can assign anyone in that role an action list item in that red menu. If you set this up in the template, any new projects will have this permission set.

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