Overview
My actions is a slide-out that shows a list of actions that belong to the user.
Actions are categorized by:
- Overdue: Actions that are past the due date
- Upcoming: Actions due soon
- Later: Actions due later
My Actions Screen
Access my actions from the icon on the top right of your screen | |
Add actions by selecting the +Add and typing in the details | |
Overdue, upcoming and later actions are grouped | |
To edit an action, simply click on the action and a new window will pop up (see image below) | |
Select the tick box once an action is complete |
Edit an Action
By clicking on the action, this opens the Edit Action dialogue box as shown as below:
In the Edit Action dialogue box, you can input the following details - the 1. Name of the Action, the 2. To date of the action, and 3. Revised date. Additionally, you can 4. attach a file or folder and 5. add tags to this action. A new feature has been added that allows you to 6. add comments to the activity as needed. You can also use the 7. check boxes to set the action as a priority or mark it as confidential, thereby limiting access to this action by other users. Once all the desired fields have been configured, click 8. Save to save your changes.