Actions Center workspace

The Actions Center workspace constitutes a unique entry point to display all the Actions the logged-in user has read or write permissions to. It provides all the relevant information and tools to manage the Actions.

Main toolbar

The following commands and display options are available in the main toolbar:

ViewsButton.png

Allows the user to select a view. By default, the following views are available with the Default Configuration:

  • Relevant to me – Displays all the Actions for which the logged-in user is either the Creator or the Assignee.

  • Assigned to me – Displays all the Actions for which the logged-in user is the Assignee.

  • Created by me – Displays all the Actions for which the logged-in user is the Creator.

  • All Actions – Displays all the Actions for which the logged-in user has read or write permissions.

Note

Users' own preferences can be saved as views, allowing them to customize their experience within the application, enhancing usability and efficiency. The following functionalities can be saved as part of a view:

  • Displayed columns

  • Columns order

  • Columns width

  • Sort

  • Group

  • Filters

Once the grid has been modified according to the user's own preferences, the view can be saved by clicking on the button available in the Views field. The user will then be prompted to enter a View Preference Name in the displayed popup.

NewActionButton.png

Opens the Create a New Action popup, allowing the user to select a Portfolio Folder, Project, or Work Package the Action will be related to.

Once the Portfolio Folder, Project, or Work Package has been selected, an empty Action Card is displayed, allowing the user to fully define the Action.

SearchButton.png

Search

Allows the user to filter the Actions list by searching for a specific name.

Filters.png

Filters

Opens the Filters popup, which offers the capability to filter the Actions according to various criteria.

GroupByButton.png

Groups the Actions according to the option selected.

ColumnsButton.png

Displays the list of columns that can be shown, hidden, or reordered in the Actions Grid.

Note

The upper part of the list displays the shown columns.

To hide a column in the Actions Grid, click on the ShownButton.png button available on the right-hand side of the field name.

To show a column in the Actions Grid, click on the HiddenButton.png button available on the right-hand side of the field name. Consequently, the field name will be placed in the lower part of the list.

To reorder the columns in the Actions Grid, hover the left-hand side of the field row, then drag and drop the row to the desired position.

Settings

Only the fields that are part of the Object field sets can be displayed. This list is managed by the Administrator in the Designer, Fields view.

Grid view

The Actions Grid available in the Actions Center workspace provides a spreadsheet listing the Actions and some of their attributes. By default, the following columns are displayed: Name, Key, Project, Related Task, Type, Priority, Assignee, Due Date, Estimated Date, and Workflow State Vote.

Note

Users can modify the columns displayed in the Actions Grid by clicking on the Columns.png button in the Main toolbar.

ActionsGrid.png

The Flag column provides the ability to flag and unflag the Action by clicking on the icon.

The Notes column indicates whether or not there are new notes, and opens the Notes dialog box.

Clicking on the More (More_Vertical.png) button available on the right hand-side of each attribute's column header provides access to the following options to optimize the display of the grid:

Arrow_upward.png

Sort Ascending

Sorts by ascending order

Arrow_downward.png

Sort Descending

Sorts by descending order

Visibility_off.png

Hide in view

Hides the column in the view

Clicking on the Open button available on the right-hand side of the Action Name opens the Action Card.