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 Actions > 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 Actions > Add to record a new update.
Remember
- Owners or Actionees must be added to the Team Members control, otherwise they will not have permission to access the project or activity.
- The project table layout can be changed from ‘Summary’ to ‘Edit All’ view using Actions > Layout. Click here for more information on how users can sort, filter or group data in their project tables.