🎬 Video summary
What is an action?
Actions are elementary tasks such as Printing a documents, calling a caterer... It cannot be decomposed.
It can be hard to keep track of every task in the day-to-day work. The Actions module helps you keep track of all the tasks you need to perform in your role.
You can use actions as reminders of to-do items.
Actions can be individual for members or assigned to a role in the organization.
Organize your actions
You can organize your thoughts and things on your to-do list with clarity.
Ever want to see all of your assigned actions, from all of your roles, across all of your circles in one convenient location? You can as Holaspirit enables you to easily access and organize your actions.
The module displays all the actions assigned to your roles or those you created and will help you manage your actions and review their progress with your teammates!
You can access a list of all your action in the My actions menu.
You can filter the view and group your actions by circles or by roles in order to have better visibility of the actions to be performed.
You can update these actions and check off items as they are completed.
Can I see what actions have already been completed?
In the Archived Actions view, you have access to all the actions that have been completed in the organization. You can organize or group them by Name, Circle, Role.