The My Actions section in Dashpivot lets you view and complete tasks assigned to you by your team, as well as create and assign actions to others - helping your team collaborate more effectively.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: Standard
Permission: Dashpivot App
Skills Required: Dashpivot
Device Type: Mobile device
Subscription: Dashpivot
Step-by-Step Instructions
Open the Dashpivot Mobile App on your mobile device.
Tap your profile picture in the top right corner.
Select My Actions.
Tap the + button in the bottom right corner.
Enter an Action description.
Click 'Sign to approve' to submit your action.
6. This will lock the action and notify the assignee via email.
7. View the action under Assigned by you.
Note:
Keep in mind that an action is not submitted until you use the Signature field
You can create actions and save them as drafts until ready to submit, by clicking the 'Save' button in the top right corner of the screen
Action fields remember your last chosen assignee and automatically fill it in for new actions within the same form.