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Edit an action

Learn how to update an existing action

Alice avatar
Written by Alice
Updated over 6 months ago

As a secretary, you can change actions you've already created and shared. You might want to change the assignee or extend the due date for example. Or, you might want to attach a document that wasn't ready.

  1. Go to Actions and select the action you want to edit.

  2. The side panel is displayed. Make your changes.

    The autosave functionality is applicable here. Everything is automatically saved without you having to do it.

  3. Amend any of the following details:

    1. Assignee

    2. Due date

    3. In Linked to, change or add the meeting and agenda item this action is associated with.

    4. Description

      If you want to notify the assignee about changes - the system will offer such an option at the published Action. But you can also do it manually.

  4. To add attachments, select Upload file or drag the file to the page.

  5. When you've finished updating, any changes will be captured by autosave. Your changes will be visible to the group. You will have the option to send an update to the assignee, this can be done one of two ways:

    1. From the banner directly after the changes are made

    2. From the three dots menu in the top right corner

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