All about Actions

You can create actions to follow-up on a task or assign a task to a user. Learn in this article how this works.

There a many reasons why you would want to create an action. For example: You are doing or checking an inspection and certain items need a follow-up. Or you observed something while walking around in the factory

 

Create an action directly while filling out a Capption

Go from your homepage to Templates, create a new question and go to Advanced.
Choose one of the options: Not required or Require an action to be added.

When a user hits the hammer icon in t,khe app, they can assign an action to a user within the company or their team.

 

 

 

 

Create an action from an inspection

Create an action in a case file

 

Create an action automatically from a Capption