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Action Tracking
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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How To: | |
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1. Creating Action Groups | |
2. Managing Action Groups | |
3. Adding an Action | |
4. Actions Dashboard |
Actions Dashboard
Available for user levels:
- Account Adminstrator
- Manager
- Standard User
Using Dashboards is a way of easily managing and seeing your due and overdue actions.
You can split these down into Action Groups or view your ‘Actions Dashboard’ which is an overview of all actions within the module.