- Utiliser SafetyCulture
- Actions
- Move actions to statuses
Move actions to statuses
Learn how to move actions to different statuses via the web app and mobile app.
Vous aurez besoin
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
Select Actions from the menu on the left-hand side.
You can choose how you want to view your actions by selecting between Liste, Calendrier, and Tableau on the upper-right of the page.
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.
Board: Drag the action to the relevant status column.
Changes are saved automatically.
Open the mobile app.
Tap Actions at the bottom of your screen.
You can choose how you want to view your actions by selecting between and at the upper-right of your screen.
Tap the action. Then, choose between To do, In progress, Complete, or Can't do depending on the action's status.
Changes are saved automatically.
La mise à jour groupée des actions n'est disponible que dans l'application Web et lors de l'affichage en tant que Liste. Si vous affichez vos actions en tant que Liste, passez à l'affichage en tant que Liste en haut à droite de la page.
Bulk move actions to a status
Select Actions from the menu on the left-hand side.
Check the actions' boxes for the actions you want to bulk update statuses for.
Click Update status on the lower-right corner of the page.
Select the status.
In the pop-up window, click Mettre à jour le statut.
Frequently asked questions
Si vous ne pouvez pas déplacer l'action vers un certain statut, cela signifie que le statut en question est réservé à certains utilisateurs ou groupes. Veuillez contacter les utilisateurs disposant de l'autorisation « Gestion de la plateforme : Organisation » afin de pouvoir déplacer l'action vers un statut particulier.
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