Actions 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.

To-Do Actions Component

The To-Do Actions Lightning component provides a centralized view of all Actions associated with projects on its record pages and Experience Cloud Sites. It streamlines project management by surfacing critical tasks in one location, enabling you to track progress without navigating away from the main project view.

The component organizes actions into two functional sections called Open Actions and Completed Actions. When you select an open action in the Open Actions section, it is automatically moved to the Completed Actions section. Similarly, you can select a completed action that reopens an action and move it to the Open Actions section. This real-time update ensures the project's action status remains accurate while providing a clear history of finished work.

For more information, see PSA Lightning Components.