Creating an Action from the Project Record Page

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 Project Record page:

1. On the Related tab of a project record, navigate to Actions and 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 a previous 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 Task and Milestone fields, search for and select the 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
5. In the Completed Date field, specify the date on which the action is scheduled to be complete.
6. Click Save.

Tip:

You can also create an action by clicking New Action under RAID in the Actions Panel and following the same steps.

Notes:

In the New Action window:

• The Not Started status is selected for the new action by default.
• The Project field is automatically populated with the project record.