Actions

26 articles

Add or remove labels from actions

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

Add templates to actions

Learn how to add templates to actions via the web app and mobile app so your team can start inspections and capture the right details for each action.

Assign actions to external personnel via email

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

Assign and unassign actions

Learn how to assign and unassign actions individually or in bulk via the web app and mobile app so the right team members can track and complete actions

Attach images, videos, and documents to actions

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

Configure access for standalone actions

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

Configure priority-based due dates for actions

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

Create actions

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

Create recurring actions

Learn more about creating recurring actions via the web app.

Customize action status names

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

Delete actions

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

Delete files in actions

Learn how to delete files in actions via the web app to keep your records accurate and relevant.