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Tasks - The Actions Builder
Tasks - The Actions Builder

How do I create new actions that I can assign to my tasks?

Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Creating new Actions that can be then assigned as part of your Interaction Tasks, or editing the existing ones, is a breeze with the Actions builder page.  Note: May need to be activated - Please contact support

From the Customize menu, select the 'Actions Builder' page. You can then click 'Add Action' to create a new action which can then be assigned to your Interaction Tasks.

You can edit existing Action names by clicking the arrow to the right of them.

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