Actions are tasks that can be assigned to specific users and tracked in real time. You can create an action from various places within the platform. Actions are essential to ensure important information is not missed, delayed, or forgotten.

My Actions is a global module where you can access all actions assigned to you or created by you within the workspace. Standard actions are grouped by task status, such as Open, Issued, and Closed. This helps you stay up-to-date with assigned tasks at the account level.

Note: Only controller permission type users can delete another user's actions. Learn more about user permission types here