How do I create an action in the actions module?

Firstly, you will need to login to your Notify account, you can do this here

1. Select the Actions tab

ACTION_KBASE040324

2. Select Create New Action

 

3. Enter the Action Details 

Here you will need to provide a description for your action, enter the assignee's email address and priority. 

You will also need to enter a due date, as well as the category the action falls into. 

Optionally include a location from your organisation structure, any relevant reference numbers, notes and attachments. 

 

4. Click Save

Once you have completed all mandatory fields marked with a red asterisk, click save. 

The action assignee will then receive an email notifying them that they have an action to complete.