All "How To"

See how to use: Actions

You can view how this module works below. Simply click the links on the left to view the 'How To' information.

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Adding an Action

Available for user levels:

  • Account Adminstrator
  • Manager
  • Standard User

To add an Action:

  1. Click the Add Action button
  2. Complete the fields
  3. Assign Users
  4. Click Save

An email will be sent to the Assgined Users when you save the Action, and an alert will be added to their portal. If the Action is not completed by the due date, the creator of the Action and the assigned users will be notified by email and another alert.

See Also:

  • Managing Actions

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