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Assigning Actions

What are actions? Actions are used to breakdown Tasks into 'actionable' work assignments assigned tos specific team members. Assigned actions will appear on users To-Do List for them to work off of on a daily basis.

How To Assign an Action:

  1. There are a number of different access points to assign actions within FunctionFox; the primary areas are Traffic > Action Assignment and Traffic > Project Schedule > Add Action.Other areas include links to the Add Action Modal accessible on the To-Do List, Timesheet, Availability, and the Project Calendar.
  2. Select a Client, Project, and Task using the pick lists.
  3. Enter an Action title or short description (up to 200 characters).
  4. Select the team member the action is to be Assigned To
  5. Select a Start date and Due date the assigned work should be completed by.
  6. Select a "Priority" level for the action. (Note: Priorities can be customized by clicking on the "Manage" link beside the menu.
  7. Input an Action Estimate to indicate the maximum amount of time the assigned user should complete this work in (optional).

    Note: Entering estimated hours for your actions allows you to utilize tools such check availability and the Traffic > Availability page.

  8. Enter any additional details, instructions, or links to files for the action in the Action Note.
  9. The Action Status is set by default to "To-Do" when creating Actions. To customize your statuses click on the "Manage" link.
  10. Click "Save"


FOX TIP: Need to see which team members have availability to take on more work? Use the Check Availability feature to see your teams capacity.

Editing Actions:

You can make edits to an Action by going to the "View Actions" tab or the "View Full Schedule" tab on the Action Assignment page.

To make an edit from the "View Actions" tab:

  1. Click on the edit pencil create next to the action you wish to edit.
  2. Make the desired changes in the form
  3. Click on Save Edit to save the updates

To make an edit from the View Full Schedule tab:

  1. Click on the edit pencil create next to the action you wish to edit.
  2. Make the desired changes from the action modal that appears.
  3. Click on Save Edit to save the updates

Just as with creating actions, there a other areas within FunctionFox where actions can be edited: To-do list, Project Calendar, Timesheet, Availability, and some reports.


FOX TIP: Need to make a quick edit to an action? Many of the tables in FunctionFox use in-line editing. Hover over an entry in the table to see which fields can be edited in-line.

Deleting Actions

You can delete an Action from either "View Actions" tab or the "View Full Schedule" tab of the Action Assignment page.

  1. Click on the delete icon delete next to the action you wish to delete.
  2. Confirm that you want to delete the action.

Note: If time has already been tracked on an action, the timesheet entry will not be deleted.

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