KnowledgeBase

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Actions FAQs

Yes, actions can be linked to records from other apps, enabling simplified task management across your organization’s applications.

Incoming

Incoming actions are actions that are directly assigned to you.

Outgoing

Outgoing actions are actions that you have assigned to other members of your organization.

Yes, you have the option to be notified when the recipient(s) of the action have viewed the action. Additionally, you can set up a reminder to notify you if the recipient has not viewed action within a specified time frame.

Yes, a notification will be sent directly to your workspace when the status of an action progresses. You can read more about how notifications work here.

No, there’s no limit to the number of people who can be assigned as recipients of an action.

Yes, you can track your time or view the time it took an action recipient to complete an action using the built in timelog. You can learn more about timelog here.

Action checklists are initially created using the Checklist Creator app. Once a checklist is created, it can be included in the details when creating your action.

Action stages are the phases or specific statuses that an action goes through during its lifecycle. Action stages update automatically when specific tasks within an action are completed. You can also manually change stages if necessary by selecting the appropriate stage during the course of an action.

What are the specific stages an action can be in?

Draft: The action is still being planned and conceptualized.

Sent: The action has been sent out the relevant recipients.

Viewed: The assigned individuals have accessed and viewed the details of the action.

Active: The action is currently in progress.

Complete: The action has been reviewed by the necessary individuals in your organization and has been marked as completed.

Close: The action has been closed, meaning there is no further action required.

Recipients Action recipients have specific tasks and responsibilities that are detailed in the action directly assigned to them. Members  Members have access to view and edit the details of the action but they don't necessarily have specific tasks assigned to them unless they are also designated as an action recipient.

Appward Actions centralizes task assignment and tracks their progress through various stages. It is ideal for delegating and managing tasks for teams and projects. With features like customizable checklists, reminders, and approvals, it helps you manage tasks efficiently.