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Move actions to statuses

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

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

  1. Log in to the web app.

  2. Select Actions iconActions from the menu on the left-hand side.

  3. You can choose how you want to view your actions by selecting between List iconList, Calendar (dates) iconCalendar, and BoardBoard 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.

  5. Changes are saved automatically.

  1. Open the mobile app.

  2. Tap Actions iconActions at the bottom of your screen.

  3. You can choose how you want to view your actions by selecting between image and image at the upper-right of your screen.

  4. Tap the action. Then, choose between To do, In progress, Complete, or Can't do depending on the action's status. Move an action to a status via the mobile app.

  5. Changes are saved automatically.

Bulk updating actions is only available on the web app and when viewing as List iconList. If you're viewing your actions as Calendar (dates) iconCalendar, switch to view as List iconList on the upper-right of the page.

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

Bulk move actions to a status

  1. Log in to the web app.

  2. Select Actions iconActions from the menu on the left-hand side.

  3. Filter and sort the list to narrow down the actions you want to bulk update statuses for.

  4. Check the actions' boxes.

  5. Click Check (clear) iconUpdate status on the lower-right corner of the page. Bulk move actions' statuses via the web app.

  6. Select the status.

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

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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