Using the Action List
Article Summary
Using the Action List you can add Notes, Tasks and Appointments
in Forecast.Live and Sales.Live.
This guide will show you how you can:
- Create Action List items,
- Relate them to Customers or Inventory
- And display them in Table or Kanban
view.
Adding your first Action Item
The Action List begins in ‘Kanban’ style, showing your items
as cards in columns according to their status.
In this view you can add an
action item by choosing:
- ‘Add
Action’ in the top menu bar
or - ‘Add
New’ below any of the columns
NB if you choose Task or Phone Call you’ll also see these
fields:
The entry fields are described below.
Entry fields on Action Items
Type: Choose what type of Action you'd like to take
Detail: A description of the action. You can type as much text as you wish, the first 3 lines will be displayed on the card
Customer: Enter part
of the name to search. Once linked in this way, an Action can be seen from that
Customer’s Details screen (see Customer Details Tab)
Status: Set to Not Started, In Progress or Completed as
appropriate.
Note: you can also change the status of an Action
item by dragging it to the appropriate column in Kanban view
Product: Enter part
of the name to search. Once linked in this way, an Action can be seen from that
Product’s Details screen (see Inventory Details button)
Due Date: You can key in the date in the form
dd/mm/yyyy or choose from the pop-up calendar:
Time: Enter the time
as hh:mm:ss (e.g. 10:15:00 for 10:15 am) or click the clock icon and scroll
through:
Linking an Action to a Customer or a Product
Customers and Products have a tab ‘Action List’
which shows the Actions which have been linked to them:This link is also visible on the Action item itself:
You link Action items to Customers and / or Products using
these fields on the Action Item:
Editing an Action Item
Click on the card and the entry screen will open up.
Change any fields and can even change your Action Item type – e.g. change a Note to a Task.
Click on the card and the entry screen will open up.
Change any fields and can even change your Action Item type – e.g. change a Note to a Task.
Using the Action List ‘List View’
You can switch to the List View using this icon:
You can search within this list by keying into any column in
the filter row:
The order of the columns can be changed by dragging the
heading left or right
The list can also be sorted by clicking on any column
heading.
Some other options in the List View include:
- Customise Table
Here you can choose which columns are shown and the order of the columns, change the sort order and perform advanced filtering - Toggle Archived
To show Actions which have been moved to Archive - Refresh Data
To re-load the grid (same as using your browser’s refresh function)
Kanban by Type
To show your Actions in columns according to the
type of item (Note, Task, Appointment, Phone Call) just click this icon:Apart from the column groups, the Kanban by Type view
operates the same way as the Kanban by Status view.
Need further information?