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 | |
are assigned to you | ||
you are an approver for | ||
you are interested party for | ||
show all actions | ||
View (dropdown menu) | As Placed | |
By Due Date | ||
By User | ||
Show Completed Action (checkbox) | ||
Show groups that are (dropdown menu) | Active | |
In Need of Attention | ||
Cancelled | ||
Archived | ||
Show All Groups | ||