How do I add a new action?
Actions can be taken and requested during Tactical meetings, but you can also add an action from any page, add and track your own actions on the Workspace page, or add them directly to an existing project from any of the pages your projects appear.
Adding an Action from any page
To add an action from any page, click the plus sign icon next to "Workspace" in the left-hand sidebar. This will bring up a menu to add an action. Once you've filled out the details, click "Save," and your action will be created.
Adding an Action from the Workspace
There are multiple ways to add an action from the Workspace page, which can be reached by clicking "Workspace" in the left-hand sidebar.
1) From the Next Actions tab of the Workspace, click on the plus sign icon next to "Next Actions". This will bring up a menu to add an action. Once you've filled out the details, click "Save," and your action will be created.
2) From the Projects tab of the Workspace, in the List view or Details view, click "Add Action" under any project. This will bring up a menu to add an action. Once you've filled out the details, click "Save," and your action will be created, and will be associated to that project.
