ActionPlan statuses, automation and notifications

ActionPlan is built around three configurable layers: statuses, automation rules, and notifications.

Statuses

Go to Settings → ActionPlan → Statuses.

• Add, rename, reorder and colour statuses.
• Flag statuses as Blocked to require a reason and light up dashboards.
• Flag statuses as Done to stamp completion timestamps.
• You can have multiple Done statuses (Done, Cancelled, Won't do) — each counts as complete.

Automation rules

Go to Settings → ActionPlan → Automation.

• Triggers — status changed, due date reached, action created from template, action overdue by N days.
• Actions — reassign, change status, set priority, notify a user or role, add a comment, create a follow-up action.
• Scope — restrict to a template, client, cost area or priority.

Notification preferences

Each user controls their own at Settings → ActionPlan → Notifications.

• Choose channels per event type: in-app, email, or daily digest.
• Mute low-priority actions.
• Set quiet hours so email defers to the next working morning.

Common issues

• Rule isn't firing — check the scope; scoped rules only run when every filter matches.
• Too many emails — switch to Daily digest.

Plan availability

Custom statuses are on Pro. Automation rules require Ultra.