Creating an Action from the Actions Tab

You can create actions and associate them with projects, opportunities, or accounts. Actions help maintain project momentum by ensuring clear documentation, tracking, and execution of important tasks.

To create an action from the Actions tab:

  1. On the Actions tab, click New. The New Action window appears.

  2. In the Information section:

    1. In the Action Name field, specify the name for the action. For example, RAID Action.
    2. [Optional] Enter a description for the action.
    3. [Optional] In the Date Raised field, enter the date the action was raised. The Date Raised field is automatically populated with the current date. Update this field to reflect the actual date the action was raised.
    4. [Optional] In the Action Owner field, search for and select the contact to whom you want to assign the action.
    5. [Optional] In the Opportunity field, search for and select the opportunity to which the action relates. For example, Gadgets and Gizmos - ProServ AddOn.
    6. [Optional] In the Account field, search for and select the account to which the action relates. For example, Merlin Technologies Pty.
    7. [Optional] In the Project, Project Task, and Milestone fields, search for and select the project, project task, and milestone to which the action relates.
  3. In the Details section, enter any relevant comments for the action.

  4. In the Status section:

    1. In the Status field, select any of the following statuses for the action:

      1. Not Started
      2. In Progress
      3. Completed
    2. In the Completed Date field, specify the date on which the action is scheduled to be completed.
  5. Click Save.
Note:

The Not Started status is selected for the new action by default in the New Action window.