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Change the status of an Action

In this article, we show you how to update an action’s status quickly and easily.

Donna Parker avatar
Written by Donna Parker
Updated over 3 weeks ago

Keep your actions up to date to manage tasks effectively. Mark actions as completed, put them on hold, or change their status anytime.

  1. From the left menu, click Action Plan, then Action Plan Dashboard.

  2. Click the action record.

  3. Scroll down to the botton of the page.

  4. Click the Action Status drop-down and select a new status.

  5. Click Update Action.

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