How do I create an action?
Required Feature Flags
The following feature flags and permissions are required to use this feature:
Feature Flag | Technical Name | Description |
One-to-Ones |
| Enables 1-to-1s and actions functionality |
Required Permissions:
Assign Actions via Menu (
actions.assign) — to create and assign actions from the menuFacilitate 1-to-1s (
one-to-ones.facilitate) — to create actions inside a 1-to-1 meeting
Getting Started
To create and assign an action, you have two options:
Option 1 — Create actions within a 1-to-1 meeting.
Option 2 — Create an action via the + Create menu.
Please note: To create and assign actions from the menu, you'll need the permission Assign actions via menu. To create actions inside a 1-to-1 meeting, you'll need Facilitate 1-to-1s.
Option 1: Create Actions Within a 1-to-1 Meeting
During the process of managing a meeting, or at any time before the meeting is complete, click the Actions link in the left-hand-side meeting agenda menu and you'll be taken to the Actions section of the meeting.
Here you can create an action. The only required field is Detail the action. Once you've entered the data into the form, click the Create action button and the meeting will be recorded in the second tab.
By clicking on the second tab — for example, Leon's actions ( 1 ) — you'll be taken to a table containing all of Leon's actions. The coloured numbers are simply used to highlight actions added during this particular 1-to-1 meeting; all of the user's current actions are visible in this table.
Option 2: Create an Action From the Quick "+ Create" Menu
Go to + Create > click New action.
A modal will open to create a new action.