Actions
45 guides
- Duplicate an action in multiple folders
- Create an action in a folder
- About actions and action plans
- Create an action from the "Actions" menu
See all guides (45)
About actions
How to build an action plan
Update actions
- Adding notes on an already closed action
- Process my actions as a group (multiple selection, multiple action)
- Create a recurring action
- Change the priority of an action
- End and close, then reopen an action
- Add, modify or delete the contributors of an action
- Add, edit and delete an attachment to an action
- Modify the detailed information of an action
- Change the person responsible for an action
- Modify the wording of an action
- Modify the attachment file of an action
- Change the due date of an action
- Modify the progress of an action
- Read and/or post a comment on an action
- View the history of an action
- Cancel an action
- Custom fields in an action
