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Creating Actions
Issue Actions are generated from an Issue and managed with the user-friendly Tasks functionality which provides great visibility across all Action modals within the application.
Issue Actions have a Status, Name, Description, Due Date, and Owner and will always be linked to their parent Issue.
View Issue Actions
Select Issues & Incidents from the left panel to navigate to Actions, then click Actions at the top right of the Issues & Incidents screen.
This will then open the Task Dashboard that automatically filters to Issue Actions.
Adding a new Issue Action
Issue Actions are generated from an Issue via the Issue Details screen.
Navigate to the Issue Details screen by selecting a record from the Issues & Incidents screen.
(To learn how to create an Issue, please click here)
Actions are created from the side panel, type in the Action name, and hit enter.
When the name is entered, a new side panel will appear; this allows you to edit the details of the issue action. You can add a description, add an owner, due date and change the status.
To learn how to address this action, head here.
To learn how to assign third-party/vendor users (response only users) to issue actions, head here