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How to create an Action

Written by Cameron Arney

Updated at October 1st, 2024

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How to create an Action:

  1. Click into ‘Workspace’.
  2. Click ‘Add Action’.
  3. Enter a ‘Title’.
  4. Enter a ‘Description’ explaining what the user needs to do.
  5. Click on ‘Assignee’ and selecct user/s to assign the Action to.
  6. If required, enter a ‘Deadline’ and/or 'Priority.
  7. Click ‘Add Action’.
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