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Tracking action completion
Tracking action completion

Learn how to track action completion

Olivia Thompson avatar
Written by Olivia Thompson
Updated over 2 months ago

As a user, you can go into any Action and see if it is completed or not. In the case of multiple assignees, you can see who has already completed an Action and who hasn’t yet.

If the Action has been performed - the initiator of the Action will receive a letter notifying who performed the Action and with what comment.

It also works the same way for multiple assignees. If all those assigned have performed actions - the initiator will receive a message for each of them.

If any change has been made to an Action you have created, you can notify your assignees of the change. To do this, click the three-dot button and select Notify Assignee. Secretaries can also send notifications directly from their Dashboard.

Please note that a notification will then be sent to all assigned users, regardless of whether they have completed the action or not.

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