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 2To 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.