What are Actions?
Actions are any items that need to be tracked and assigned to owners/actionees.
Actions Status
This section is where you can add and manage your project or activity action log.
By using the dropdown field, you can select the most appropriate overall RAG status for your 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 Add.
Actions can be entered using the simple form containing dropdowns, text, date and user pickers fields.
Anyone added as an Owner or Actionee will receive a Verto notification and can set-up their own reminders for completion. They will also see these records in their personal Feed.
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.
Top Tips
- Owners or Actionees must be added to the Team Members table, otherwise they will not have permission to access the project or activity.
- The layout of the actions table can be changed to an Edit All view by clicking on the downward arrow next to Add and selecting Layout. Click on the following highlighted link for more information on tailoring your project table layout.
- Click on the following link to learn how to print out your actions summary report - How to print specific parts of your project.