Projects and Actions can be associated with each other, or left as stand alone.
Associations can be made from either the Actions or the Projects pages.
From the Actions page:
- When adding or updating an existing Action select an existing Project to link the Action to, as in the example.
- Note that the Circle and Role will be updated automatically depending on the Project selected.
From the Projects page:
- Existing actions associated with a project can be seen as a checklist below the Project.
- Use the checkbox to mark an action as complete.
- Use the "Add an action" area to insert a new action.