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Actions

Last updated: January 21, 2025

Move actions to statuses

Learn how to move actions to different statuses via the web app and mobile app.

If you have "Actions: Settings" permission, you can manage action status transitions and customize status names to fit your organization's needs.

Move an action to a status

  1. Log in to the web app.

  2. Select Actions in the sidebar or select it in More.

  3. You can choose how you want to view your actions by selecting between List, Calendar, and Board on the upper-right of the page.

  4. Depending on the selected view, update the status accordingly:

    • List and Calendar: Click the action. Then, in the side panel, choose between To do, In progress, Complete, or Can't do depending on the action's status. Move an action to a status on the web app.

    • Board: Drag the action to the relevant status column. Move an action to a status while using the Board view via the web app.

  5. Changes are saved automatically.

  • Assigning and unassigning actions in bulk is only available in List view. If you're on Calendar view, switch List on the upper-right of the page.

  • Please also note that you can only bulk manage up to 100 actions at a time.

Bulk move actions to a status

  1. Log in to the web app.

  2. Select Actions in the sidebar or select it in More.

  3. Check the actions' boxes for the actions you want to bulk update statuses for.

  4. Click Update status on the lower-right corner of the page. Bulk move actions' statuses via the web app.

  5. Select the status.

  6. In the pop-up window, click Update status.

Frequently asked questions

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