Add an Action

Use actions to track a communication or interaction related to a user, such as a meeting, phone call, email, piece of mail, or general task.

From an actions list, select + New.

Action lists appear on user profiles, the CoreHome dashboard ("My actions"), and CoreActions.
Enter Details.
1. In Action for, search for and select a user. This person is typically the target of the communication or the beneficiary of the task.
  
  Tip: If you started from a user's profile, that user is selected by default, but you can change it.
2. Select a Category.
3. Select an action Type.
  
  Note: After you save, this can't be changed.
4. Select a Due date (MM/DD/YYYY).
5. Enter a short, descriptive Summary.
6. Enter longer Notes.
7. Additional details vary based on the category.
  - For a Meeting, enter a Location by selecting a Room.
  - For a Phone call, enter a Phone number. Then select whether the call Direction is Outbound or Inbound.
  - For an Email, enter an Email address. Then select whether the message Direction is Outbound or Inbound.
  - For postal Mail, select whether the message Direction is Outbound or Inbound.
  - You don't need to enter additional other unique details Tasks.
8. In Assigned to, search for and select a user. This person responsible for the communication or task.
9. For Status, select whether the action is Open or Closed.
  
  When you close an action (or mark it complete), the date and time are saved to the actions list.
Select Attachments. Then browse to an select a file from your local computer.
Select Save. The action appears in the list.

Add an Action from My Actions

Select Core.
Select Home.
Find My actions.
Select + New.
Enter Details. The details vary based on the category. You can also add a file Attachment.
Select Save.

Select Core.
Select Actions. A list of actions appears.
Select + New.
Enter Details. The details vary based on the category. You can also add a file Attachment.
Select Save.

Use the People finder to go to a user's profile, such as their Core profile view.
Select Actions. A list of actions appears.
Select + New.
Enter Details. The details vary based on the category. You can also add a file Attachment.
Select Save.