Create and Manage Actions

Actions are the options that a user can select when completing a task. There are two Action Types:

• Complete: The Complete type allows a user to simply check that the task has been completed and remove it from their list.

• Form: The Form type requires a user to submit a specified form in order to complete the task.

Create an Action

1. Sign in to your site

2. Expand the Scheduled Tasks menu and select Actions

   Note:

   Actions can also be created when adding tasks.

3. Click the green plus sign in the bottom right corner

4. Fill out the Action fields

   • Action Type:

     • Complete: Once the action is checked, the user will be able to remove the task from their list

     • Form: The user will have to submit a specific form in order to complete the task and remove it from their list

   • Label: Add a name for the action

5. Click Save

6. You can now add the action to a task

Delete an Action

If an action is assigned to an existing task, you will first need to remove it from the task.

Delete an Action Instructions

1. Sign in to your site

2. Navigate to the Scheduled Tasks menu and select Actions

3. Select the trashcan icon next to the task you wish to remove

4. Click Delete on the pop-up that says Are you sure you want to delete Action: Name?

   Note:

   Any historical task versions that used this action will also be deleted, along with their history. Please carefully consider this action before you delete it.