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Change the status of an action assigned to you

Alice avatar
Written by Alice
Updated over a week ago

When an action is assigned to you, you'll receive an email and you'll see it on your dashboard:

You can see who assigned it to you and the due date. Select View details to see more information and any attachments.

The action moves through various states and once published, the status changes to In progress.

Once you've finished working on the action, you can mark it as complete and send a note. The action owner can also mark an action as complete on your behalf.

  1. Select the action on your dashboard or go to Actions and select the action you want to complete.

  2. Select Complete action. A pop-up is displayed.

  3. Add a note or upload a file then select Complete. (If you don't want to leave a note or add an attachment, select Complete without notes.)

    The status changes to 'Completed' and the action owner is notified.

  4. Then you can go into the completed Action and easily see what state it is in, who completed it, and with what comment.

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