Skip to main content

How to Update and Edit Actions -new UI

Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated this week

Occasionally, actions may need to be updated for various reasons, such as reassigning them to another person or changing the due date.

To edit the action, go to the Action page and click on the 3-dots (context menu) on the Action that needs to be updated:

In the box, you will be able to:

  1. Edit the title (the title should be a snapshot of what the action is, so that it is easier to search for)

  2. Update the status

  3. Change the due date

  4. Change the owner or add additional owners

  5. Add extra information for clarity

Did this answer your question?