Skip to main content

Actions

The Actions module is a centralised workspace for managing and tracking actions generated for nodes and assigned to responsible users for follow-up. This module helps streamline workflows by organising all actions in one place, making it easier to track responsibilities, manage interventions, and maintain accountability across the project.

Navigation

Open a Project → Select a Panel → Click Actions

Actions can be created in two ways:

  • Manually — Created for individual nodes directly from their profiles.
  • Automatically — Generated by Rules triggered by survey responses submitted by participants.

Action List​

The Action List displays all actions generated within the current project and panel, across all related surveys and nodes. Each action includes the following fields:

  • Node Title — The node for whom the action is created.
  • Action Title — The name or summary of the action.
  • Status — The current state of the action: Pending, In Progress, Resolved, or Ignored.
  • Priority — The urgency level of the action: Low, Medium, High, or Critical.
  • Due Date — The deadline for completing the action.
  • Resolved Date — The date the action was completed, if applicable.
  • Assigned To — The user(s) responsible for handling the action.
  • Actions — Opens the action for viewing and interaction.