How to relate an Action to a Task

  1. Log in to the HTML5 client.

  2. Select the Actions Center workspace, Actions Grid.

  3. Click on the Open button available on the right-hand side of the Action Name to open the Action Card.

  4. Select a task in the Related Task field if you want to relate the Action to a task. In doing so, the Action will be available in the Gantt side panel.

    Note

    This field is only available if you create an Action related to a Project.

  5. Click on the CLOSE button to close the Action Card.