- Using SafetyCulture
- Issues
- Create actions in issues
Create actions in issues
Learn how to create actions in issues via the web app and mobile app.
Why create actions in issues?
When reporting issues in your organization, such as observations, hazards, or operational efficiency problems, it's crucial to have a structured approach to address them. Creating actions for each issue helps you identify, track, and resolve problems as tasks within your team. In each action you can specify what needs to be done, assign who is responsible, set priority, and establish due date, ensuring effective task management across your team.
What you'll need
Create an action in an issue
Select
Issues from the menu on the left-hand side.Report an issue or select an existing issue.
Click
Add on the upper-right of the page and select 
Create action.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.
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".
Open the mobile app.
Tap
Issues at the bottom of your screen. If you see 
Training at the bottom of your screen, tap 
More and select Issues.Report an issue or select an existing issue. You can also report an issue by scanning an issue QR code.
Tap
at the lower-right of your screen and select Create action.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.
Tap Create.
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