How to Assign Actions to Branches…


What are Actions?

Actions (or Tasks) are a set of properties that help you track and manage the things you need to do.

Where will I find this function?

Actions / Tasks are set and managed via the “Task Schedule” and “Action Misc” command groups on the Tasks ribbon.


How do I apply Actions / Tasks?

  • Switch to the Tasks Ribbon
  • Select the Branch you wish to assign an Action to
  • Set Action / Task properties by selecting or entering values using the ribbon controls
  • Actions / Tasks can be given Start, Due or End dates
  • Priority ratings can also be applied to any Action
  • Ongoing Status of Actions/Tasks can be applied to monitor and manage progress to completion
  • Use of the Filter enables pro-active management of Actions/Tasks

Icon denotes if a Branch has Dates properties

Icon indicates status: Not Started

Icon indicates status: In Progress

Icon indicates status: Complete

Icon indicates Branch/Task linked to MS Outlook as an MS Outlook Task

What are the benefits of using the Action/Task Function?

  • Allows you to assign timescales
  • Enables tracking of Actions / Tasks
  • Improves task management capabilities
  • Allows you to set deadlines
  • Provides filtering capabilities
  • Visually engaging and collaborative

About Author

Colin Cooper is the CEO of Boost Your Business, the leader in marketing and business development for both large and small scale businesses. As one of the most innovative marketing specialists for over a decade, Colin and his team of business and online experts collate their years of know-how and experiences with the Boost Your Business: Body Armour for Business, an online magazine created to provide a holistic resource avenue for everything business, health, and wellness.

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