Actions

Actions Status | Adding Actions | Updating Actions


What are Actions?

Actions are any items that need to be tracked and assigned to owners/actionees.


Actions Status

This section is where the user can add and manage the action log.

By using the dropdown field, the user can select the most appropriate overall status for the actions log and provide any associated commentary. This information can be updated in real-time.


Adding Actions

Actions can be added to the project table via Actions > Add.

Actions

Actions can be entered using the simple form containing dropdowns, text, date and user pickers fields.

Actions Form

Anyone added as an Owner or Actionee will receive a Verto notification and can set-up their own reminders for completion. 


Updating Actions

Click on Edit against the individual action to amend the information in the form.

The Updates area at the bottom of the form can also be used to record regular progress updates.  Click Actions > Add to record a new update.


Remember

  • Owners or Actionees must be added to the Project Team, otherwise they will not have permission to access the project or activity.
  • The layout of the project table can be changed to view the data in the Edit All view using Actions > Layout.
  • Click on the highlighted link to take a look at our Features section in the Knowledge Hub for more information on notifications, changing the project table layout and the other options visible in the menu.