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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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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.