# Assign Action Items

To assign user tasks outside of the standard Case Processing workflow, create and assign action items. For example, action items are useful to track requests for follow-up information.

## View Action Items

To view action items for all _Cases_ in your Vault, navigate to the **Case Actions** tab.

To view action items for a specific _Case_, navigate to the **Action Items** section on the _Case_.

## Add an Action Item

1. Go to the **Case Actions** tab.
2. Select **Create**. The **Create User Task** window appears.
3. Select **Case Task > Continue**.
4. On the **Create Case Task** page, complete the following fields:
  * **Case**: Select the Case number.
  * **Case Task Type**: Select **General**, **Follow-Up**, or leave the field blank.
  * **Task Name**: Enter a name for the task.
  * **Description**: Enter a description or instructions for the task.
  * **Case Contact**: Select the reporter record to use as a contact.
  * **Assigned To**: Select the user to assign the task to. Users must have the organization configured on their account page from **Business Admin > Objects > Users** to appear.
  * **Due Date**: Enter the date that the task must be completed by.
    You can use the **Complete** and **Completion Date** fields to keep track of when the task is done.
5. Select **Save**.

**Result**

Vault assigns the task to the appropriate user.

## Mark an Action Item as Complete

1. Go to the action item.
2. Select **Edit**.
3. In the **Complete** field, select **Yes**.
4. In the **Completion Date** field, enter when you completed the task.
5. Select **Save**.

**Result**

The task enters the _Complete_ state.
