Managing Goal Actions
Actions are tasks that support a goal. They live in the Actions section of the goal's Detail View.
Adding an Action:
1. Open the goal by clicking on it.
2. Scroll to Actions.
3. Click + Add Action.
4. Fill in:
Title — What needs to happen
Owner — Who does it
Due date — When it needs to be done
1. Click Save.
The action appears in the goal's Actions list and in the owner's personal task dashboard.
Editing an Action:
1. Click the action title to open it.
2. Edit any field inline.
3. Changes save automatically.
Completing an Action:
Check the checkbox next to the action title. It moves to the "Completed" section and is logged with a timestamp.
Deleting an Action:
Click the ⋮ menu on the action and select Delete. Deleted actions are removed from history. Archive if you want to keep the record.
More questions?
As always, feel free to reach out to us at [email protected] with any questions or directly chat with us in the Brev app.