Guidelines to create and manage action items: A Step-by-Step Guide.
1. Go to the Teams Module.
![Click on Teams](https://images.tango.us/workflows/3e706739-5997-4538-8e2d-e80b074e3946/steps/e2e44313-76b7-45a4-a3a6-2be03ff07075/9e9fe51f-e3ea-48a1-b5e8-1f95eef89780.png?mark-x=892&mark-y=845&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz04OCZoPTczJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Action Items](https://images.tango.us/workflows/3e706739-5997-4538-8e2d-e80b074e3946/steps/731324bb-cf56-4745-aeaa-560ef6d9a949/4c1209f5-5c1b-4c4b-86d5-ec01b758ab5c.png?mark-x=5&mark-y=289&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
3. This is the view of the 'Action Workboard' where you can see all the overall statistics of action items.
![Click on Priority Distribution…](https://images.tango.us/workflows/3e706739-5997-4538-8e2d-e80b074e3946/steps/089d9d4a-1ebe-448f-9221-778701e9d878/483b5d3e-5228-430d-8c65-c41cd4813d2c.png?mark-x=204&mark-y=68&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMjE4Jmg9Nzg1JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
4. Click on the 'Toggle Dashboard and List View' icon.
![Click on set-f:icon-ico-circle-list](https://images.tango.us/workflows/3e706739-5997-4538-8e2d-e80b074e3946/steps/146fd4ca-e2b3-4422-b569-a6c9605570b7/21d49908-47fd-447b-94df-f7d5b239d310.png?mark-x=1360&mark-y=15&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00MyZoPTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
5. Enter the action item title and click on 'Add'.
![Click on Add New Action Item…](https://images.tango.us/workflows/3e706739-5997-4538-8e2d-e80b074e3946/steps/5e6451c1-cfef-47ad-a6bb-793a5cf516e8/21758eb8-ddf4-40d1-b48b-46aeb5b11195.png?mark-x=225&mark-y=144&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMTY0Jmg9OTEmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
![Click on Add](https://images.tango.us/workflows/3e706739-5997-4538-8e2d-e80b074e3946/steps/755f289f-78a6-4123-ac9f-44bc2ff562ed/461ba131-dced-46d2-85af-7b67f04145be.png?mark-x=1272&mark-y=173&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDgmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
6. Click on the 'Edit Action Item' icon to edit the action.
![Click on Edit Action Item](https://images.tango.us/workflows/3e706739-5997-4538-8e2d-e80b074e3946/steps/5d19b7e9-cd7f-4c05-ab07-dd24138e9edc/b34bc6aa-4d7e-46df-834c-758fda2166bc.png?mark-x=1344&mark-y=316&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yOSZoPTI5JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Edit Item](https://images.tango.us/workflows/3e706739-5997-4538-8e2d-e80b074e3946/steps/0a3b55f7-9f6e-419b-8cb3-a17abd505f25/a1e79423-4125-4980-b0b0-3c9cb2a77f11.png?mark-x=1122&mark-y=415&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yOTcmaD02MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
7. Enter the other action item details and click on 'Done'.
![Click on Action Item…](https://images.tango.us/workflows/3e706739-5997-4538-8e2d-e80b074e3946/steps/993b5e45-702a-4d3f-ad64-3648af4f7a50/e5cad0b9-b67a-4c3d-8b4f-e788ca4fb3a9.png?mark-x=1062&mark-y=72&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNjAmaD03MjUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
8. Click on the 'Add' icon from the top to add the folder.
![Click on basic:icon-ico-add](https://images.tango.us/workflows/3e706739-5997-4538-8e2d-e80b074e3946/steps/b99188c0-caa9-438f-b5e8-d3f3c60796fa/b6eb992f-4d9e-4d29-b2e3-d07f48109970.png?mark-x=1270&mark-y=15&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00MyZoPTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
9. Enter the folder name and color and then click on 'Done'.
![Click on Create Folder ...](https://images.tango.us/workflows/3e706739-5997-4538-8e2d-e80b074e3946/steps/92251a84-3504-4518-a303-6ff6e4f102f5/f1623f3f-10d9-49df-8832-4187f563935e.png?mark-x=540&mark-y=284&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNDcmaD0zNTYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
![Click on Open demo menu](https://images.tango.us/workflows/3e706739-5997-4538-8e2d-e80b074e3946/steps/b7e3b4ed-d705-469c-8a4a-57585091fabc/fbc48f89-cd66-4876-8469-6504a870ce4b.png?mark-x=1355&mark-y=9&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz01NCZoPTU0JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Bulk Operation](https://images.tango.us/workflows/3e706739-5997-4538-8e2d-e80b074e3946/steps/129aacc8-0d5f-484e-ae70-83494e933f39/cb14bfd8-1886-44ca-bc7e-c3d7e174ff66.png?mark-x=1126&mark-y=102&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yNzUmaD01MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
11. Enter the details for bulk operations, such as the sales agent, priority label, folder, date, and time.
![Click on Critical…](https://images.tango.us/workflows/3e706739-5997-4538-8e2d-e80b074e3946/steps/9f7e219d-8fcb-42f4-8a13-40fff5f35482/a7de3bfe-52b8-4bd2-beff-068ffae9f08b.png?mark-x=224&mark-y=125&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMTg3Jmg9OTkmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
12. Select the action items you wish to modify, then click "Apply" to implement bulk operations.
![Click on ForArchive](https://images.tango.us/workflows/3e706739-5997-4538-8e2d-e80b074e3946/steps/1e96bad0-e73b-4ed2-ad18-bbb29f14857a/d3967b63-ef24-40d0-821d-d98d60f35cc6.png?mark-x=248&mark-y=500&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNiZoPTYzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Apply](https://images.tango.us/workflows/3e706739-5997-4538-8e2d-e80b074e3946/steps/943767ed-5938-430c-a7bd-e293131e89c9/5bdbbfe9-fc36-4ee4-93a0-608007b0ed22.png?mark-x=1303&mark-y=435&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDgmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)