Projects and Actions can be associated with each other, or left independent. 

Associations can be made from either the Actions or the Projects pages.

From the Actions page or from the plus sign (+) next to 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 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.