Actions Home Page
Actions Home Page Context Menu Option Explanation | |
Option | Explanation |
New Action | Selecting "New Action" from the context menu will open the New Action Modal allowing for the creation of a New Action. WIKI LINK HOW TO CREATE A NEW ACTION |
New Bulk Action Upload | Selecting "New Bulk Action Upload" opens the Import Actions Page which allows bulk actions to be imported into KAStrack via .csv file. WIKI LINK IMPORT ACTIONS PAGE |
New Action Group | Selecting “New Action Group” opens the New Action Group Modal that create a new action group. WIKI LINK: HOW TO CREATE A NEW ACTION GROUP |
New Actions from Template | Selecting "New Actions from Template" INSERT MORE EXPLANATION |
Actions Module Home Page Filter Option Explanations | ||
Field | Options | Explanation |
Actions that (dropdown menu) | are relevant to you |
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are assigned to you |
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you are an approver for |
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you are interested party for |
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show all actions |
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View (dropdown menu) | As Placed |
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By Due Date |
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By User |
All unassigned actions will show at the bottom of the action list. | |
Show Completed Action (checkbox) |
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Show groups that are (dropdown menu) | Active |
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In Need of Attention |
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Cancelled |
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Archived |
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Show All Groups |
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