Working with Actions

You can create actions against records and documents to manage future tasks and events. You can also log historical tasks and events that have already been completed.

Actions allow you to manage tasks and events within your organization and any projects that you work on. When you create an action, you can set a set due date, and either assign it to yourself or another person to complete. Additionally, you can create actions to log past events and tasks that have already been completed.

You can create actions against a number of record types, including contacts, organizations, projects, and enquiries. You can also create actions against documents. For example, to ensure a key organizational document is kept up to date, you can create an action to review the document at a future date.