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Knowledge Base

Useful guides, videos and walkthroughs to help you get the most out of PeopleMatter.

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What is an Action Item?

Andrew -

Actions Items are a great way for Administrators to:

  • Notify Team Members of New Requirements,
  • Provide Team Members with New Information, and
  • Send Documents to Team Members and Require e-Signature.

Action Items can take the following formats:

  • Acknowledge a Message,
  • Read a Document,
  • Watch a Video, or
  • Link to Something.

Action Items can also block a team member’s access to PeopleMatter until the item is complete.