Project Management Software - Clarizen

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Create a Traceable Action Item | Outlook Add-inBeta

Creating a Traceable Action Item
  1. Create/Open new email.
  2. Click the ‘Action Item’ button in the toolbar.
    Doing so renders the message to be a Clarizen Action Item.
  3. After sending the message, action items are recorded as tasks in Clarizen.

Note: You can also link the action item to a specific project in your Clarizen organization by selecting a project from the ‘Link to Project’ menu.