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
Edit actions by clicking the name of the action or mark the action as complete by ticking the box.
![]() | 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 |
![]() | The edit action screen pops up when you click on any of the actions |
![]() | Action owner |
![]() | Due date and priority selector |
![]() | Revision date |
![]() | Selector to mark an action as priority |
![]() | Selector to make an action confidential |
![]() | Save button (always save when finished editing the action) |