Who is this article for?

Users responsible for managing actions.

Actions module access is required.

Actions are used to create a record of tasks that a specific user or group of users needs to complete as part of an objective, for example.

This article shows you how to change the current status of an action.

1. Changing status

1.1. Actions list

1.1.1. Open

To change the action status:

1. Open the Actions menu.
2. Select Actions.
3. Find the action you want to update.

4. Access the Actions menu in the record row.

5. Click Set as open.

1.1.2. Draft

1. Access the Actions menu in the record row.
2. Click Set as draft.

1.1.3. Cancelled

To mark the action as no longer needed:

1. Access the Actions menu in the record row.
2. Click Set as cancelled.

1.2. Action record