How to Create an Action?

Add an Action

You can create actions throughout the platform, which will be linked to the relevant element (processing activity, reference framework, rights exercise, etc.)

  • First, click on 'Action' in the left menu.

  • The page displaying your action tracking table will appear.
  • Click on 'Add an Action' at the top right of the page.

  • The "add action" menu will appear, select 'New Action'.
  • Fill in the required fields as needed.

  • Be sure to validate your action by clicking the button at the bottom right.

  • Your newly created action will be visible in your tracking table.

  • You can switch to kanban view by clicking the grid icon at the top right.