How to Use Actions

This tutorial covers how to add, complete, edit and remove an action.

Actions are used to assign tasks to members of the board. A weekly email will be sent to the action owner reminding them of their outstanding actions. 

(Click on image to enlarge.)

Go to

1. How to add an Action

Click on

Add the required information and Save. 

Actions can be assigned to more than one person. Keep assigned the action to additional people. 

The first person added is the Lead.  Leads manage the team.

2. How to mark an action completed or revise its Due Date.  

When the action is completed, click on Details, next click on Complete button. It will use current date for completion. If not the current date, click in field under Due Date and pick date from popup calendar. 

If revising a due date, pick revised date from calendar and click on Update. 

To undo the completion of an action go to Completed Actions. 

Click on Undo complete and revise the due date. 

3. Edit an Action

Click on the pencil icons to edit Title or Description.

To reassign an action select a new user from the dropdown and click Re-assign.  

4. Add Comments

Add text and click Add. 

5. Delete an Action

Actions can be removed by clicking on the and clicking for the confirm dialogue.

Completed actions cannot be deleted.  

Updated October 2023 (linked to Help)