The Action Overview view is your primary means of viewing the details of an Action, seeing all related Actions and linked items, and making any necessary changes or updates to the Action. To enter the Overview view for an Action, select that Action from any Action Grid.
The Action Overview can be divided into three basic sections:
Along the top of the Overview you will find new controls to adjust your view. The first of these drop-down menus is the Show filter. Selecting an option from this list will hide all Action Cards in the summary that do not meet the criteria selected. Options include:
Expand and Collapse filters
Actions may be collapsed or expanded in bulk using the commands along the top of the Overview. Options include:
Note Width Controls
Choose whether to view your Action Cards with the Notes column at default width or full width. The selection you make will be applied by default to every Action Card you view. The note width can be toggled in an individual Action Card as well (See Action Card Controls below), but whichever setting you choose here will be the default view when a Workflow is opened in Action Overview.
See a quick overview of all the related Actions in this Workflow, how they relate to each other, and which Actions might still be yet to come in the Workflow. You can also reorder the Actions in the Workflow from this box. See Working with Multi-Step Actions (Workflows) for more information.
Print Entire Sequence
Opens the entire Workflow in a printer-friendly format. See Printing Actions and Workflows for more information.
See at a glance if any items are linked to the Actions in the Workflow and quickly jump to the list to look at them. See Linking Items to Actions for more information.
The following controls are available when viewing an Action Card from the Action Overview. See Editing Actions for details on the controls available in edit mode.
Complete Without Note/Undo Completion
Clicking this control at the head of any Action will mark the Action complete at the current date and time by the active User. Click the control again to undo the completion of the Action if needed. This option is also available from the More menu.
Use this toggle control at the head of any Action card to collapse the individual card down to the header only. Click again to toggle back to expanded view.
The icon in the header of each Action Card indicates the status of the Action at a glance.
|Either the Action is completed or no action was required.
|There is Action required but it is not yet due.
|There is Action required and it is past due.
Use this control to switch the Action Card to edit mode. You can only edit one Action in a Workflow at a time.
Use this menu to access the following additional commands on the Action Card:
The Notes box may be expanded horizontally to cover the entire Action Card. Click the arrow on the right side divider to expand to full view. Click again to restore the view of the additional fields.
Along the right side of the card, see who was assigned to the Action and who was FYI’d on the Action. A green checkmark indicates that the Alert was acknowledged by the User. See Action and FYI Alerts Overview for more information.