In this article, you will learn how to create Actions in Workfacta These are the practical tasks that will help you achieve the goals. In Workfacta, these tasks are called Actions.
Step 1 - Click +Create
Click the blue + Create button at the top of your Home screen. From the drop-down menu, select Action.
Alternatively, click Actions in left hand menu and click Setup Action.
Step 2 - Choose how to create
Option 1: Use Max AI (Recommended)
Select the Max AI icon next to “Action”.
Enter a prompt describing what you need to get done (e.g., “Design new product packaging”, “Audit support process”).
Max AI will suggest one or more Actions. Choose the one you’d like to create.
You can then fill in the details (Step 3) and save.
Option 2: Create Manually
Choose Action from the menu (without Max AI).
Enter a short descriptive title for the Action (e.g., “Install new CRM system”, “Launch customer survey”).
Then continue to Step 3.
Step 3 - Add Action Details
Fill in details:
Team: Which team owns this Action?
Due Date: When must this task be completed?
Owner: The person responsible for delivering the Action. If you cannot see the correct user, check Setup > Teams.
Priority: How urgent or important is this task?
Link to Goal (Optional): Associate this Action with an existing Goal or KPI to show how it contributes to results.
Recurrence (Optional): Set the Action to repeat on a schedule if it happens regularly.
Step 4 - 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
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