Manage Actions
Action items track follow-up work that comes out of a form submission or a standalone request, such as a repair or a preventative maintenance task. This article covers creating, editing, and completing an action item.
Actions has four tabs: Submitted (all action items), Subcontractor, Types, and Archived. Use the filter row (Status, Type, Site, Date Range, Assign To) to narrow the list.
Creating an Action Item
- Click Create Action Item.
Site
The site this action item applies to.
Assign To
The worker responsible for completing it.
Type
The category of action item, such as Needs Repair or Preventative Maintenance.
Due Date
When the action item needs to be completed by. Once passed, it shows as overdue in the table.
Priority
Low, Medium, or High.
Describe Action
What needs to be done. You can also attach a file using the paperclip icon.
- Click Send Action.
Editing an Action Item
- In the Actions column, click the edit (pencil) icon on the action item.
- Update any field, then click Edit Action.
Viewing and Completing an Action Item
- Click anywhere on the action item's row (not the icons) to open it.
From here you can see who created it and who it's assigned to, its priority, any linked form, and any photo attached to it. Use Add Comment to leave a note, or click Complete once the required action has been done.
Frequently Asked Questions
What happens to an action item after I mark it complete?
Its Status updates to Completed in the table. It isn't removed or archived automatically.
How can I tell if an action item is overdue?
The Due Date column shows "Overdue" in red, along with how many days past due it is.
Can I share an action item with someone?
Yes. Use the share icon in the Actions column, or the share icon in the action item's detail view.
Where do archived action items go?
They move to the Archived tab and no longer appear in Submitted.
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