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Create actions in issues

Learn how to create actions in issues via the web app and mobile app to help your team prioritize tasks resolve them efficiently.

Why create actions in issues?

Creating actions in an issue helps your team identify, track, and resolve problems. This is useful when reporting issues like safety hazards, observations, or operational problems that require follow-up from different team members. From the issue profile, you can create an action, specify what needs to be done, assign a responsible team member, set the priority, and add a due date. While the action is linked to the issue, progress on the action does not automatically close the issue. The issue must be resolved separately. This helps your team take a structured approach to addressing each reported issue.

Actions created from issues follow the same access rules applied to standalone actions.

What you'll need

Create an action in an issue

  1. Log in to the web app.

  2. Select Issues iconIssues in the sidebar or select it in Assets gallery view iconMore.

  3. Report an issue or select an existing issue.

  4. Create an action in one of the following ways:

    • Click Expand more iconAdd on the upper-right of the page, and select Create action (square) buttonCreate action.

    • In Overview tab, scroll down to Actions and click Plus icon on the upper-right.

    • In Actions tab, click Plus iconCreate action.

  5. In the side panel, select the relevant type and enter the action's title and description. You can also configure action fields such as site, label, and more.

  6. Click Create.

  7. View created actions on the Actions tab.

  1. Open the mobile app.

  2. Tap Issues iconIssues in the navigation bar or select it from Assets gallery view iconMore.

  3. Report an issue or select an existing issue. You can also report an issue by scanning an issue QR code.

  4. Tap Plus icon at the lower-right of your screen and select Create action (square) buttonCreate action.

  5. In the pop-up window, select the type on the upper-left of your screen and enter the action's title and description. You can also configure action fields such as site, and label.

  6. Tap Create on the upper-right corner of the screen.

You can view any linked actions in the issue profile.

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