Edit Action Items

Edit Action Items

To edit an action item from the Action Items tab:
  1. On the Carve Project Dashboard, navigate to the correct assessment.
  2. Click Prepare to open the assessment.
  3. Navigate to the Action Items tab.
  4. Click the down arrow beside the action item to be edited.
  5. Select Edit.
Edit Action Item from Action Items TabEdit Action Item from Action Items Tab

      6. Update the necessary fields.
      7. Click Save.
      8. Re-order the new action item if required 

Action items can also be edited from the facilitation view:
  1. Click on the action item to be edited.
  2. Make the necessary changes.
  3. Select the blue check mark.
Edit Action Item from Facilitation View


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