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- Move actions to statuses
Move actions to statuses
Learn how to move actions to different statuses via the web app and mobile app.
Was Sie brauchen
If you have the "Platform management: Organization" permission, you can manage action status transitions and customize status names to fit your organization's needs.
Move an action to a status
Select
Aktionen from the menu on the left-hand side.
You can choose how you want to view your actions by selecting between
Liste,
Kalender, and
Board on the upper-right of the page.
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.
Board: Drag the action to the relevant status column.
Changes are saved automatically.
Open the mobile app.
Tap
Aktionen at the bottom of your screen.
You can choose how you want to view your actions by selecting between
and
at the upper-right of your screen.
Tap the action. Then, choose between To do, In progress, Complete, or Can't do depending on the action's status.
Changes are saved automatically.
Das Aktualisieren von Aktionen in großen Mengen ist nur in der Web-App und in der Ansicht Liste verfügbar. Wenn Sie Ihre Aktionen als
Liste anzeigen, wechseln Sie zur Ansicht als
Liste oben rechts auf der Seite.
Bulk move actions to a status
Select
Aktionen from the menu on the left-hand side.
Check the actions' boxes for the actions you want to bulk update statuses for.
Click
Update status on the lower-right corner of the page.
Select the status.
In the pop-up window, click Status aktualisieren.
Frequently asked questions
If you can't move the action to a certain status, this means the particular status is restricted only to selected users or groups. Please reach out to the users with the "Platform management: Organization" permission so you can move the action to the particular status.
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