Actions Status
This section is where the user can add and manage their action log.
By using a lookup 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 Add.
Actions can be entered using the simple form containing lookups, 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 Add to record a new update.
Advice
- The owner or actionee of an action will have access to the item via their Feed view.
- The project table layout can be changed from ‘Summary’ to ‘Edit All’ view by clicking on the downward arrow next to ‘Add’ and selecting ‘Layout’. Click here for more information on how users can sort, filter or group their data in the project tables.