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Create actions in issues

Learn how to create actions in issues via the web app and mobile app.

Why create actions in issues?

Creating actions in an issue helps your team identify, track, and resolve problems as tasks. This is particularly 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 and specify what needs to be done, assign who is responsible, set the priority, and establish a due date. While the action is linked to the issue, progress on the action does not automatically close the issue, as it 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.

Create an action in an issue

  1. Log in to the web app.

  2. Select Issues iconIssues from the menu on the left-hand side.

  3. Report an issue or select an existing issue.

  4. Click Plus iconAdd on the upper-right of the page and select Create action (square) buttonCreate 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. Actions created in an issue will be linked and visible on the "Overview" tab at the bottom of the page under "Linked actions".

  1. Open the mobile app.

  2. Tap Issues iconIssues at the bottom of your screen. If you see Training iconTraining at the bottom of your screen, tap Assets gallery view iconMore and select Issues iconIssues.

  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 corner and enter the action's title and description. You can also configure action fields such as site, label, and more.

  6. Tap Create.

You can view any linked actions in the issue profile.

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