Actions are the options that a user can select when completing a task. There are two Action Types:
- Complete: The Complete type allows a user to simply check that the task has been completed and remove it from their list.
- Form: The Form type requires a user to submit a specified form in order to complete the task.
Create an Action
- Sign in to your site
- Expand the Scheduled Tasks menu and select Actions
Note: Actions can also be created when adding tasks. - Click the green plus sign in the bottom right corner
- Fill out the Action fields
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Action Type:
- Complete: Once the action is checked, the user will be able to remove the task from their list
- Form: The user will have to submit a specific form in order to complete the task and remove it from their list
- Label: Add a name for the action
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Action Type:
- Click Save
- You can now add the action to a task
Delete an Action
If an action is assigned to an existing task, you will first need to remove it from the task.
Instructions
- Sign in to your site
- Navigate to the Scheduled Tasks menu and select Actions
- Select the trashcan icon next to the task you wish to remove
- Click Delete on the pop-up that says Are you sure you want to delete Action: Name?
Note: Any historical task versions that used this action will also be deleted, along with their history. Please carefully consider this action before you delete it.
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