The Action platform is a Standard Inquiry Function by SapphireOne Web Pack. It creates and provides for viewing of Actions from within the data file to keep a record and will update the SapphireOne calendar’s notes of things to do.
- Here’s a more detailed and comprehensive explanation of what these steps will involve:
- Create Actions – In the designated actions section, create entries for each task item you wish to keep track of.
- These entries could include fields such as:
- Title: A brief description of the task.
- Details: More in-depth information about what needs to be completed.
- Due Date: The deadline for following up or completing the task.
- Status: The current state of the task (e.g., Open, Hold, Completed).
- Integrate Calendar Notes:
- Incorporate a calendar within your SapphireOne data file, or link to an external calendar, to visualise when tasks are due.
- Add notes to calendar dates corresponding to the due dates of the items. These notes can serve as reminders and provide additional details about the tasks to be performed on a specific day.
- Maintain the Record:
- As new task arises, add them to the actions section with all the relevant details.
- Update the status of items as you make progress or complete or finalise each task.
- View and Review Tasks Regularly:
- Set aside time to regularly review the list of tasks to ensure that nothing is missed and that all tasks are on track for review or completion.
- Check the calendar notes to see the upcoming review and/or due dates and plan accordingly.
- Make Adjustments as Required:
- If a task details change, such as a shift in review or due date or priority, update the record to reflect these changes.
- Reschedule calendar notes as necessary to stay aligned with your adjustments.
- By following these expanded steps, you will create a comprehensive action management within your data file to manage, track, and review your actions and calendar notes, ensuring that you stay organised and on top of your to-do list.
Visit the Actions Inquiry page for a more detailed information regarding the Sapphire Actions Web Pack abilities.
To begin, follow these steps:
- From the Navigation page – select Action:
- You will be redirected to the next page.
- From this page – you will be able to create a new task item, Edit them, and manage them.
- To create a new task item – simply select the “+” icon.
- Fill the required information for the task such as:
- Title
- Type
- Action
- Status
- Tag
- Client
- Start
- Finish
- Complete
- Notes
- Once finished, Select the green tick on the top right on the screen.
Finally – the table will be automatically be refreshed with the new task item that has been created.