Learn more about actions, helping your team to identify, track, collaborate, and complete tasks together.

What are actions?

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

Create actions

Learn how to add templates to actions via the web app and the mobile app.

Learn how to start inspections from actions via the web app and the mobile app.

Learn how to view and link open actions in inspections via the web app and the mobile app.

Learn how to assign and unassign actions via the web app and the mobile app.

Learn how to view assigned actions via the web app and the mobile app.

Learn how to create and share action links via the web app and the mobile app.

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

Learn more about creating recurring actions via the web app.

Learn how to configure access for standalone actions via the web app.



Learn more about how to configure priority-based due dates for actions.

Learn how to assign actions to people outside your organization via email on the web app and the mobile app.

Learn how to manage action types and fields via the web app.

Learn how to link templates to action types via the web app.

Learn how to manage action status transitions via the web app.

Learn how to update actions as an external assignee.

Learn how to customize action status names via the web app.


Learn how to make notes and media attachments required for actions via the web app.



Learn how to attach images, videos, and documents to actions via the web app and the mobile app.

Learn how to add or remove labels from actions via the web app and the mobile app.

Learn how to manage action labels via the web app.

Learn how to download actions to CSV and Excel via the web app.

Learn how to delete actions via the web app and the mobile app.