Action Manager Overview

Watch our overview of the features available to you with the Action Manager.

 

What are the Benefits?

  • Greater Task Clarity - Establish a clear, organised view of your personal and team actions with customisable filters and saveable views, ensuring you always know the status, priority, and deadlines for every task, all from one central place.

  • Effortless Workflow Customisation - Tailor your Action Manager to fit your unique workflow needs, with support for up to 10 fully personalised views. Filter by status, assignee, or deadlines to stay focused and in control of your task priorities.

  • Expanded Action Control - Take action directly from an expanded form view, allowing you to send notification reminders, update task details, or close out actions seamlessly—all without leaving the Action Manager.