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 Controller, Member
Skills Required: Dashpivot Navigation
Device Type: Computer/Browser
Subscription: Dashpivot
Step-by-Step Instructions
In Dashpivot Web, select My Actions located next to the Help button.
View actions assigned to you under Assigned to You and actions you have assigned to others under Assigned by You.
Select Add Action.
Enter a description that clearly explains the task.
Select a user to assign the action to.
Choose a due date for the action.
Choose the priority level for the action.
Upload photos if required to provide context or visual guidance.
Click Sign to approve the action.
Notes
The assigned user will receive a notification by email and in their My Actions module once the action is issued.
An expiry countdown will automatically display based on the selected due date.
Only Org Controller permission users can delete another user's actions.