Action list

The Action List provides an overview of all actions within your team, both ongoing and completed. From this view, you can search, create new actions and manage existing actions efficiently. The list can also be organised in different ways to match your workflow:

• Custom order (default) – Arrange Actions manually by dragging and dropping them in your preferred sequence.

• By due date – Display Actions according to whether they have a set due date or not.

• By user – Group Actions based on who is assigned and responsible.

Arrange your action list

1

Navigate to Actions in the main menu.

2

In the sort order dropdown, select Custom order .

3

To reorder your list, hover over the Action you want to move and click the drag handle on the left side. Then, drag the item to its new position.

Group actions by due date

1

Navigate to Actions in the main menu.

2

In the sort order dropdown, select Due date .

Group actions by user

1

Navigate to Actions in the main menu.

2

In the sort order dropdown, select User .