Tracking Action Items - Best Practice?

[Lou]

Hi there,
Any suggestions on best practices for tracking action items that come up in
a project which don't necessarily belong in the project schedule? I want to
add and assign action items/tasks for my resources so that they show up in
their "My Tasks" without having to put it in the MS Project (but associating
it TO the overall project).

thank you!
Lou

 

[Dale Howard [MVP]]

Lou --

Your two requirements are conflicting with one another. The only way that
items show up on the My Tasks page is when you add them as tasks in the
Microsoft Project plan. To track action items, such as from team meetings
or project meetings, I generally recommend that you use the Tasks feature in
the Project Workspace. Although Microsoft uses the word "Tasks," these
tasks are not tasks IN the project, they are tasks RELATED TO the project,
such as action items. To help your people know that these tasks are not
project tasks, but are actually action items, refer to the following Blog
post to change the name to Action Items in the Project Workspace:

http://www.projectserverhelp.com/Li...st=f884b43f-61db-4c4e-94a3-38f21a8efdad&ID=24

Hope this helps.