In this article, you will learn how to create Actions on the Platform. Think of the practical tasks that will help you achieve the goals. In Workfacta, these tasks are called Actions.
To create new Actions on the Platform, simply watch this short video or follow the steps below.
So how do we create an Action?
On the main menu, go to Actions, and then click on the blue plus button near the page title.
Enter a Description – make it clear and keep it concise, and the due date.
Now select the Owner - the person responsible for delivering the Action.
You might want to change the priority (low, medium, high).
Now save it.
Notice: you can link the Action with an already existing quarterly goal. |
Excellent, you’ve created an action and you’re one step closer to achieving your goals.😀
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