Adding New Actions
There are 2 ways to add new actions.
- In the main dashboard click the button “Add New Action”. A form will open allowing you to enter all the details for the action. All fields are compulsory except the Notes section.(the “Type” is how you wish to categorize the actions. You can set these categories in the Settings Page)
- The second method is to import multiple Actions via the upload function. At the top right of the main dashboard page is the upload button. The template to create the upload file can be downloaded here
The fields required for a new action explained:
ACTION: Here you enter an overview of the Action. Normally 3-10 words. Detail around the Action can be input in then “Notes” field further down the form
TYPE: Classify the Action. These Types can be set in the “Settings” tab. A common classification is People, Process and Technology.
PRIORITY: How important the Action is between Low, Medium and High
OWNER: Who you wish to assign the Action to. Can be Re-assigned to another team member later if required
DUE DATE: The Date the Action is Due
CREATED: A non-editable field which records when the Action was created
NOTES: A field for any detailed notes for the Action. This might include background to the Action. This field’s contents can be updated and added to at anytime the Action remains open
One the action(s) have been added you can view them in the top table in the main dashboard