How to create an Action

Note

When created, Actions will always be related to a Portfolio, a Project, or a Work Package.

  1. Log in to the HTML5 client.

  2. Select the Actions Center workspace, Actions Grid.

  3. Click on the NewActionButton.png button available in the main toolbar to open the Create a New Action popup. Then select a Portfolio Folder, Project, or Work Package the Action will be related to.

  4. In the Action Card, enter the needed information.

  5. 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.

  6. Enter dates in the Planning section so that some alerts will indicate if there are issues with Committed Dates (or Due Dates if the Committed Date field is empty).

  7. Click on the CREATE button to close the card.