Actions List (Core)

Users with the appropriate security access can view and manage actions from centralized Actions list. Use the list to view actions for all user profiles.

Your school configures which Action types are available. Each type is categorized as a Meeting, Phone call, Email, Mail, and Task. For example, assign an action to someone in your admissions office to follow up with the parent of a student about a contract question.

  1. Select Core.

  2. Select Actions. A list of actions appears.

    For each action, the Status indicates whether the action is

    • Open,

    • Overdue (past its due date and not yet completed),

    • or Closed (which also shows the date and time it was marked complete).

    Edit the action to change the category, mark the action complete, assign it to another user, add notes, or attach a file.

Tip: Alternatively, from the Core Home dashboard, view My actions and then select See all my actions. The same actions list appears, but it's automatically filtered to show actions assigned to you. Actions also appear on user profiles.

Use the List

Like most SKY lists, you can:

  • Select + New to Add an action.

  • Use Find in this list to search the list results.

  • On an action's row, select the ellipsis (...) for more options, including to edit or delete it.

  • Select a user name to view all Actions on their User profile.

  • Select which Columns of data to show, including Action for, Category, Type, Due, Summary, Note, Attachments, Status, and Assigned to.

  • Use filters to limit the list results, including by Category, Type, Status, Assigned to, and Due date.

  • Sort the data by selecting a column header. Select it again to reverse the sort order.

  • Reorder columns via drag and drop.

  • Export the list as a comma separated value (csv) file, based on your current view. Then open the downloaded file in a third party spreadsheet application, such as Microsoft Excel.

Security Permissions

To access the Actions list, you must have a security role with at least one of action tasks enabled. Platform managers (and their clones) typically have access.

  • View actions(task ID 55598) - View actions you have access to, based on action type.

  • Manage actions (task ID 55599) - Add, edit, and delete any actions you have access to, based on action type.

  • Administer actions (task ID 55600) - View actions, reassign actions to another user, manage actions (add, edit, and delete), regardless of action type. View the list of actions for all types and users.

Your school also configures Action types and determines which security roles can view or manage each type.

  • View action types (task ID 55596) - View the list of action types.

  • Manage action types (task ID 5597) - Add, edit, and delete action types. When you add or edit a type, you determine which roles can access it.