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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?

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.

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 Check (clear) iconCreate action at the bottom of your screen. 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. Create an action from an issue via the web app.

  5. Click Create. Actions created in an issue will be linked and visible at the lower-right of the page under "Linked actions".

  1. Open the mobile app.

  2. Tap Assets gallery view iconMore at the bottom of your screen and select Issues iconIssues.

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

  4. Tap Plus iconCreate action at the bottom of your screen. In the pop-up window, select the type on the upper-left corner and enter the action details. You must enter an action title at a minimum. Create an action in an issue via the mobile app.

  5. Tap Create.

  6. Tap Add details to view created and linked actions in particular issues.

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