How to view and manage My Actions?

How to view and manage My Actions?

To access the actions screen, click "Actions"



Click "My Actions"



Click "All Actions"




Here you can view and manage all your actions. You have actions you created, the automatic ones and the ones assigned to you:



The dates in the "Due Date" column have a color code. Red means that the action is late and orange means the due date is coming soon.

To view one of the actions assigned to the administrator, click the "Eye" icon:



It will show the details of the action:


Actions with action type "Manual", as the example above, can be closed should be closed by entering the comment and clicking "Mark as Closed":

   


After you mark an action as closed, it's status is updated:



Actions with action type "Auto" were assign by an automatic process within the project, so it should not be closed manually.

a) Manually add a new action:

To manually add a new action, click the "Add Action" button:



Enter the name of the action:




Enter the action description:



Select the nature type:



Select the owner. The owner is who will be executing the action:



Select the "Due Date"



When you are done, click "Add":



You receive a message saying the action was created:





When an action is created a notification is sent to the owner:

 

b) Edit an action:

To edit an action , click "Edit":



You can change any information you want. In this example I changed the name of the action:




When you are done, click "Update"




A message is displayed to confirm that the action was updated.




c) Delete an action:

To delete an action, click the "Trash Bin" icon:



To confirm the exclusion, click "Delete"



The action is gone:





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