Process my actions as a group (multiple selection, multiple action)

Access your actions in the left menu and click on the second tab “My Actions”.

You have the possibility to process shares in batch, i.e. to select several of them and give them the same treatment: update the due date, change the attachment file, change the priority, terminate the shares…).

To do this, check the box as shown below.

Select the change you want to make to your actions and uncheck the actions that are not affected.

This feature allows you to save time when using Perfony, so don’t hesitate to use it.

This feature is also available from My Folders and My Meetings.

Sending actions by email

From a list of actions, you can select several actions and send them by email to anyone, with their person responsible, due date, progression and priority. Each sub-action follows its parent action and is shifted to the right: the person who receives the email sees at a glance what depends on what.

Before you start

• You need to see the actions to send: a folder’s action plan, your own actions, a search result or the Sub-actions tab of an action.
• Recipients receive the email at their address; they do not need a Perfony account to read it.

Sending actions

1. Tick the actions to send. The checkbox at the top of the list ticks all the displayed actions.
2. Open the selection menu (Update the deadline button, at the top of the list).
3. Choose Send by email.

1. In the window, enter the recipients’ addresses (separated by “;” or “,”), change the subject and the message if needed, then click Send. Each sub-action is placed under its parent action, shifted to the right.

Sending sub-actions without their parent action

From the Sub-actions tab of an action, or when your selection contains a sub-action without its parent action, the email says which action it depends on: the grey line Sub-action of: followed by the name of the parent action.

Good to know

• The shift and the “Sub-action of” line appear both in the preview and in the received email, whatever the email software.
• A selection without any sub-action gives an email without any indentation.
• Addresses containing a hyphen, an underscore or a “+” (for instance jean-pierre.dupont@…) are used as typed. An invalid address is not used and the sending is reported as failed.