User Profile: Actions

Every action is saved to the actions list and the specific user's profile. These include meetings, phone calls, emails, mail, and tasks.

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 for the specific user appear.

   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: Actions Assigned to a user don't appear on their profile view. To see these or to view Actions for other all users, use the actions list instead. To view actions Assigned to you, go to "My actions" on your Core Home dashboard.

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.