SECTIONSActions Overview
In PSA, an action is a specific task or follow-up item identified during project execution. These actions are typically raised as part of the RAID log to track critical next steps or resolutions.
Each action:
- Has an assigned owner responsible for completion.
- Includes key details like name, description, and status for accountability.
- Is linked to relevant project elements. For example, milestones and opportunities.
- Is monitored for timely completion.
Actions help maintain project momentum by ensuring clear documentation, tracking, and execution of important tasks. You can create an action from the following:
- Actions Tab
- Related tab on the project record
- RAID actions in the Actions panel
For more information, see Creating an Action from the Actions Tab and Creating an Action from the Project Record Page.