Actions on Dashpivot Web are used to assign tasks to team members and track their progress from issue to completion. They help teams manage follow-ups, prioritise work, and maintain accountability by providing visibility of tasks assigned to you and tasks you have assigned to others. This article explains how to use the Actions module on Dashpivot Web based on the Actions workflow.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: Standard
Permission: Org Controllers can fully manage Actions and Action Templates. Members can manage their own Actions only.
Skills Required: Dashpivot
Device Type: Computer
Subscription: Dashpivot
Step-by-Step Instructions
Assigning an Action
Open My Actions
In Dashpivot Web, select My Actions located next to the Help button.
Review action lists
View actions assigned to you under Assigned to You and actions you have assigned to others under Assigned by You.
Add a new action
Select Add Action.
Enter the action description
Type a description that clearly explains the task.
Assign the action
Select a user to assign the action to. The user must be a Dashpivot contributor or visitor in the workspace.
Set a due date
Choose a due date for the action. An expiry countdown will automatically display based on the selected date.
Set the priority
Choose the priority level for the action.
Add photos (optional)
Upload photos to provide context or visual guidance for the assigned task.
Issue the action
Click Sign to approve. The assigned user will receive a notification by email and in their My Actions module.
Note:
Only controller permission type users can delete another user's actions. Learn more about user permission types here