---
sourceDocument: Brazil Governance, Risk, and Compliance
sourceDocumentLink: https://www.servicenow.com/docs/r/governance-risk-compliance

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Creating action items

# Creating action items in crisis events {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read  
Starting with BCM release 9.0.x, crisis managers can create action tasks for recovery members or teams during open crisis events or exercises.

## Action items in real-time {#creating-action-items-in-crisis__section_an3_1md_zfc}

Action items can be used to assign tasks in real-time. For example, verify no injuries at an office location or request a business continuity plan review.

You can also use action items to conduct assessments during a crisis event. For example, in the event of a fire, you can assign an action item to assess the situation, determining the severity, and identify affected employees and
buildings. You can perform an assessment and assign an action item.

## Fields and states associated with Action items {#creating-action-items-in-crisis__section_x1t_jdc_zfc}

The Action items tab contains details related to the ad-hoc tasks:

* Actual start date
* Actual end date
* Total time taken
* Event (Reference)
* Short description
* Description
* Due date
* Task numbers
* Type
* Task
* Assessment
* Collaboration thread
{#creating-action-items-in-crisis__ul_hhj_rdc_zfc}

The Collaboration thread field references the collaboration thread that an action item is created from. Action items created from a collaboration thread's Action items tab are automatically linked to the collaboration thread's parent crisis event. For more information about collaboration threads, see [Creating collaborations in exercises and crisis events](https://www.servicenow.com/docs/EsJHOAvQhrrKqc91dYsKVA "Starting with BCM core release 12.x.x, crisis managers can create collaboration threads on crisis events to coordinate responses with recovery teams and send email updates.").  
The states associated with action items are described in the table.{#creating-action-items-in-crisis__table_c3r_g2c_zfc__entry__2}

| State | Description |
|-|-|
| Open | First state of the action item. |
| Work in progress | State of the action item when its work begins. When an action item moves to the Work in progress state, the system auto-captures its start time. |
| Skipped | Assigned state of the action item when it is not relevant. When an action item is skipped and considered not relevant, its time fields are removed, resulting in a total time of 0. |
| Closed (complete, incomplete) | Final state of the action item task. When an action item has been completed, the system auto-captures its end time. |
[Table 1. States associated with action items]

{#creating-action-items-in-crisis__table_c3r_g2c_zfc}

BCM managers or planners can update the action items and can reopen the ad-hoc tasks associated with them.  
You can assign the action item tasks to the groups or team members by using these fields:

* Assignment group
* Assigned to
* Additional assignee list
{#creating-action-items-in-crisis__ul_lbs_x2c_zfc}

## Comparison between event tasks and action items {#creating-action-items-in-crisis__section_pnw_2fc_zfc}

The action items are distinct from the event tasks in crises and events. The table outlines the differences between event tasks and action items.
{#creating-action-items-in-crisis__table_gtp_vfc_zfc__entry__3}

| Fields/Criteria | Event task | Action items |
|-|-|-|
| Details | * Short description * Description * Task numbers * Dependencies * Activated plan * Impacted assets * Task ID {#creating-action-items-in-crisis__ul_u4h_bgc_zfc} | * Short description * Description * Task numbers * Type {#creating-action-items-in-crisis__ul_b35_3gc_zfc} |
| Assignment | * Assignment group * Assigned to * Recovery team * Additional assignee list {#creating-action-items-in-crisis__ul_zyx_jgc_zfc} | * Assignment group * Assigned to * Additional assignee list {#creating-action-items-in-crisis__ul_rbb_ngc_zfc} |
| Access | * Plan owner, Program manager can create/update/delete action items. * Event recovery members can read/update action items that they are assigned to. {#creating-action-items-in-crisis__ul_r4n_4gc_zfc} | * Plan owner, Program manager can create/update/delete action items. * Event recovery members can read/update action items that they are assigned to. {#creating-action-items-in-crisis__ul_o1l_rgc_zfc} |
| Workflow | Pending -\> Open -\> Work in progress -\> Skipped -\> Closed (complete, incomplete, failed) | Open -\> Work in progress -\> Skipped -\> Closed (complete, incomplete) |
| Dependencies | Yes | No |
| Automation | Yes | No |
| Orders | Yes, order is auto-calculated based on dependencies. | No, order is not calculated for the action item tasks. |
| Time calculation | Yes, the event tasks time is rolled up to activated plans, and impacted assets. | No, the event tasks time is not rolled up for the action item tasks. |
[Table 2. Comparison between event tasks and action item tasks]

{#creating-action-items-in-crisis__table_gtp_vfc_zfc}

## Roles associated with action items {#creating-action-items-in-crisis__section_pn5_2hc_zfc}

The roles associated with action items are described in the table.
{#creating-action-items-in-crisis__table_afb_fvj_zfc__entry__2}

| Role | Description |
|-|-|
| Plan owner | Can create, read, update, and delete action items when the plan owner is the event owner. |
| Program managers | Can create, read, update, and delete action items for all events. |
| Viewers | Can read all action items. |
| Recovery event/Plan owner | Can read and update all action items that they are assigned to. |
[Table 3. Roles associated with action item tasks]

{#creating-action-items-in-crisis__table_afb_fvj_zfc}
* **[Action item collaborator synchronization with Smart Assessment](https://www.servicenow.com/docs/gMZqCt7Wqh~stC8ifvBJbA)**   
  When users are assigned to a recovery action item, they are automatically synced as collaborators on the linked Smart Assessment instance.
* **[Create task and assessment-type action items](https://www.servicenow.com/docs/WLUzppsCo4Q06cTl_maCXg)**   
  Use integration of crisis events and Smart Assessment for creating necessary action items related to the crisis event. The action items can be of task and assessment type.