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How to create an action
How to create an action

Step by step on how to create an action

Tobi McLennan avatar
Written by Tobi McLennan
Updated over a week ago

Donesafe is 100% responsive. This means that no matter what device you're using it on, as long as you have an internet connection and a browser, you can use Donesafe.

Step by step guide on creating an action in Donesafe.

The easiest way to add an action from your device can be completed by following the below steps -

Firstly, log into your account, from your dashboard view. Head to the left hand side and select the actions icon. 

Here you will find a blank 'Add new action' form to complete. Complete the fields in the form, with as much information, as possible. 

The steps below are based on a standard form, however each organization is different and may have additional questions depending on how much information your organization requires. 

IF * appears beside a question, this is a manatory field and requires information before the form can progress to the next steps. An error message will appear if you have information missing. 

Title - Provide a short description of the action required.
Description - Add a little more information on what or why this requires attention and/or any other details
Assigned to - Who the action is to be assigned to in your organization. This will be a drop down list to select a person from your organisation. You can also add an individual here, if they are not present in the list. Select icon and add new contact name.
Due Date - Select a date from the calendar based on the urgency of this action.
Require completion comment? checkbox - If you would like the assigned contact to add a comment upon completion, check this box. 

Once you have completed all fields in the form, hit complete. All done, it's that easy!

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