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.

Add templates to actions

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

Start inspections from actions

Learn about open actions and how they help reduce duplicate tasks by linking related actions directly from inspections via the web app and mobile app.

View and link open actions in inspections

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

Assign and unassign actions

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

View assigned actions

Learn about action links and how to share and delete them via the web app and mobile app so stakeholders can stay up to date on action progress in real time.

Share action links

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

Move actions to statuses

Learn more about creating recurring actions via the web app.

Create recurring actions

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



Configure access for standalone actions

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

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 to collaborate with external teams.

Assign actions to external personnel via email

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

Manage action types and fields

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

Link templates to action types

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

Manage action status transitions

Learn how to update actions as an external assignee.

Update actions as an external assignee

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


Customize action status names

Learn how to make notes and media attachments required for actions via the web app to ensure that actions are well documented and specific details are captured accurately.

Make notes and media attachments required for actions

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

Attach images, videos, and documents to actions

Learn how to make sites required for actions via the web app to ensure actions are consistently tracked to the right location or site.

Make sites required for actions

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

Add or remove labels from actions

Learn how to manage action labels via the web app.

Manage action labels

Learn how to download actions as CSV or Excel via the web app to quickly organize, analyze, and share action data for reporting and record-keeping.

Actions