Action Item Manager Version 7.0 ships December 12th, 2011. Order your copy today.
What are Action Items?
An action item can be just about any documented event, task, activity, or action that needs to take place. Action items can be isolated incidental activities, such as an office manager booking a limo to get your client to the airport, or they can be planned activities that belong to a bigger project, such as an architect applying for a construction permit for a building project. The simplistic definition of an action item is that it is an assignment that can be handled by a single person. Its scope depends on the context.
Action items are "born" in a variety of circumstances. In a project context they are often a result of planning, in office management and other support functions, they are likely a result of ad-hoc requirements. During staff meetings they are a result of anything in between.
The use cases for Action Item Manager are virtually unlimited. Let's take a closer look at its features and let you decide what it could do for your organization.
At a glance
The data: Every action item has a name, a team it belongs to, a resource it's assigned to, a priority and a deadline by when it must be completed. Then there are optional fields, including category, 8 custom fields, start date, estimated number of hours of work, and a full-text description. You can also attach certain information to action items. For example, you can upload multiple files and submit time and expense reports. In additon to the assignee, there is also the optional Manager field. Just as assignees are responsible for the completion of any given assignment, managers are responsible for overseeing their direct reports. Managers have certain editing privileges and they are notified about updates to items in their control.
Functionality: Most of AIMs functionality evolves around slicing and dicing this data in real time, making relevant information available for any given task in an intuitive and efficient manner. For example, it takes only one filter from the "Assigned To" drop-down box, to filter the list for items assigned to you. That's 2 clicks: one to open the drop-down, and one to select your name. The same is true for selecting items that you are the manager of. 2 clicks. Grouping the list by Category is as easy as draging the Category field (header) to the front of the list, or by clicking on the column header while holding down the CTRL key. With real-time dashboards you are instantaneously seeing pie charts with time allocations, expenses, item status, available capacity etc.
Below you will find screen shots and a more detailed discusion about individual features. At the end of this page, there is also a link to download user documentation.
To run Action Item Manager you need Microsoft Windows Server 2003 or later, Internet Information Services with Classic ASP enabled, and some form of MS SQL Server (including the Express versions). On the client side you need a web browser that runs Flash Player 9.x or later.
Features in more detail
For more information, please feel free to download the user documentation, order the Evaluation Copy which is fully functional just limited to 3 named user accounts, or send us an email with your questions.
Action Item Manager 7.0 User Guide
(click on PDF icon to download)