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 menus.


From the Actions menu:

  • 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 menu: 

  • 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.