Add an action to a goal
Add an action item to a goal from its page or side panel, then complete, edit or delete it.
Actions are the to-dos that move a goal forward. An action added from a goal is linked to it from the start.
Who can do this: anyone except Observers and Guests. See Roles and permissions.
Add an action #
- On the goal page, click + beside Action items. In the side panel, click + beside Actions.
- Type the title where it reads "New action title...".
- Optionally set the status icon, a meeting with the calendar icon, and the assignee. The assignee starts as you. The row has no due date: set one afterwards on Actions (see Set a due date).
- Click Save, or press Enter. Press Escape to cancel.
Complete or change an action #
- To complete it, tick its checkbox. It moves to the Completed group. Completing an action doesn't change the goal's progress.
- To rename it, click its title, type, and press Enter.
- To change it, hover the row and click ⋯, or right-click it. The menu has Status, Assignee, Link Goal, Link Meeting and Delete.
Delete an action from a goal #
- Hover the action's row and click ⋯, or right-click it.
- Choose Delete.
- Click Delete in the confirmation. The action is gone for good.
Who can change an action is on Actions.
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