View and close out actions in the Dashpivot Mobile App to track outstanding tasks and update their status directly from your mobile device. This helps ensure actions are completed and properly recorded in your workspace.
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Team Member (or higher)
Skills Required: App Navigation
Device Type: Mobile device
Subscription: Dashpivot
Step-by-Step Instructions
Tap your profile picture in the Dashpivot Mobile App.
Select My Actions.
Select the Assigned to you tab to view actions assigned to you.
Scroll through your assigned actions and select the action you want to complete.
Review the action details, including the action number, description, expiry date, and priority level.
Add a comment and photo to close out the task.
Tap Sign to Approve to submit.
The action will be locked and the action issuer will be notified that it has been completed.
View the completed action under the Completed section.
