The action manager is a section of the system designed to allow you to set up tasks and reminders for users.
Access the action manager
To access the action manager:
Click Quick Access.
Select Actions.
You’ll see a list of all actions available in your system.
There is no default filtering applied, so you can use the search bar to narrow down the results.
For example, you can search for actions assigned to yourself that have not yet been completed by setting Action on to your username and Completed by with no value. This will show all actions assigned to you that are still outstanding.
Create a new action
Click the New button.
Fill in the fields:
Action on: This is the user who is to complete the action.
Status: The current state of the action. This can be edited as circumstances change.
Priority: How important the action is.
Subject: A brief description of what needs to be actioned.
Category: The type of action being made.
Subcategory: Additional information about the type of action.
Narrative: A more in-dept description about what the action entails.
Start date/time: The earliest Date/Time the action should be completed.
Due date/time: The latest Date/Time the action should be completed.
Reminder Date/Time: The date that Charity CRM should send a reminder to the user to complete an action.
Reminder Type: When set to email, Charity CRM will email the user with a copy of the action, as well as provide a link to the action if needed.
Actions can also be created from other areas of the system. For example, if you want to assign a follow-up action from a contact record, open the contact and click the Actions tab. Any actions created here will be linked to that record. You can also link existing actions to other entities using the Relationships tab.
Editing and completing actions
If you need to update an action, open the record and edit any of the fields, such as the narrative or response.
When the task is finished, click Complete. The action is then removed from the user’s to-do list.