Edit an Action

You can update existing actions. For example, change the Due date, times, Category, who it's Assigned to, or notes and other details. You can also add file attachments or mark it complete.

The action type, however, can't be edited.

  1. Find the action in an actions list.

    Action lists appear on user profiles, the CoreHome dashboard ("My actions"), and CoreActions.

  2. On its row, select the ellipsis (...) for more options, then select Edit.

  3. 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.

    2. Select a Category.

    3. Select a Due date (MM/DD/YYYY). Then enter a Start time and End time (times are optional).

    4. Enter a short, descriptive Summary.

    5. Enter longer Notes.

    6. 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.

    7. In Assigned to, search for and select a user. This person responsible for the communication or task.

    8. 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.

  4. Select Attachments. Then browse to an select a file from your local computer.

  5. Select Save.

Edit an Action Assigned to You from My Actions

  1. Select Core.

  2. Select Home.

  3. Find My actions.

  4. Find the action in the list.

  5. On its row, select the ellipsis (...) for more options, then select Edit.

  6. Enter the changes. The details vary based on the category.

  7. Select Save.

Edit an Action from the Actions List

  1. Select Core.

  2. Select Actions. A list of actions appears.

  3. Find the action in the list.

  4. On its row, select the ellipsis (...) for more options, then select Edit.

  5. Enter the changes. The details vary based on the category.

  6. Select Save.

Edit an Action from a User's Profile

  1. Use the People finder to go to a user's profile, such as their Core profile view.

  2. Select Actions. A list of actions appears.

  3. Find the action in the list.

  4. On its row, select the ellipsis (...) for more options, then select Edit.

  5. Enter the changes. The details vary based on the category.

  6. Select Save.