In this article, you will learn how to create your first Action in Workfacta. These are the practical tasks that will help you achieve goals, projects and boost KPI results.
Step 1 - Click '+ Create'
Click the blue '+ Create' button at the top of your Home screen.
Step 2 - Select Max AI Icon
From the dropdown menu, click the Max AI icon next to 'Action'.
Step 3 - Tell Max AI What You Need Done
Type a short description of the task or outcome you want to achieve.
Max AI will analyse your prompt and suggest relevant Actions.
Optional - Upload a document (such as a plan, report, or strategy) if you want AI-generated actions based on existing content.
Step 4 - Apply a Suggested Action
Review the suggested Actions and select the one you’d like to create.
You can add multiple Actions, but you'll need to complete setup for each one before applying the next.
Step 5 - Add Action Details
Fill in the required fields:
Due Date: When does this Action need to be completed?
Team: Which team owns the Action?
Owner: Who is responsible for completing it?
Priority: How urgent is it?
Goal: Does it relate to an existing goal?
Action Recurrence: Set the Action to repeat if it occurs regularly.
Step 6 - Save
Click Save to confirm. Your Action will now:
Appear on the owners weekly dashboard for completion
Appear in the Actions tab
Flow into meeting agendas automatically
Be reviewed as part of your accountability rhythm