Track Actions

This unit will guide you through the process of creating and managing actions within SapphireOne. Actions are tasks or activities that need to be tracked and managed efficiently. Additionally, you will learn how to ensure that these actions appear in your calendar for better task management and reminders. The steps are as follows:

1. Navigate to Workbook > General > Actions.
2. Fill in the necessary fields such as Action Name, Description, Due Date and Assigned To.
3. Select the priority level and current status from the dropdown menus.
4. Click the Save button to store the action information.
5. Ensure that the Due Date is correctly filled out. This date will be used to create a calendar entry.
6. Check the calendar within your SapphireOne data file to visualise when tasks are due.
7. Add notes to calendar dates corresponding to the due dates of the items. These notes can serve as reminders and provide additional details about the tasks to be performed on a specific day.

For more detailed information, refer to the Workbook > General > Actions article.