Working with actions in ActionPlan

An action is the smallest unit of work in ActionPlan. Every action belongs to a job and optionally to a cost area, so effort and progress stay tied to commercial reality.

Create an action

1. Open Planning → ActionPlan, or open a job and switch to the ActionPlan tab.
2. Click New action.
3. Fill in title, description, assignee, due date, priority and estimated minutes.
4. Optionally attach a cost area so effort rolls up correctly on job reports.
5. Save.

Fields explained

• Assignee — the single person accountable.
• Due date — drives dashboard risk colouring and reminders.
• Priority — Low, Medium, High, Critical.
• Estimated minutes — feeds capacity planning.
• Status — your org's configured workflow.
• Blocked reason — required when moving to a Blocked status.

Progress and complete

Assignees drag actions through statuses. Marking an action Done stamps a completion timestamp used by throughput reports.

Common issues

• Can't see an action — check the filters at the top of the hub.
• Action can't be assigned — user may not have access to the parent job.