4.1 Edit or Delete a current Action

Owned by Graham Kennedy
Last updated: Aug 26, 2024
2 min read

Edit/Delete a current Action

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  1. Select the Edit button on the RHS of the action you wish to edit

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  2. You are able to make changes to any of the fields that are presented in the edit pop-up

  3. For Example a common action is to change the Status of the Action. Select the Status drop-down

  4. Select the Status you wish to change it to (e.g. In Progress)

  5. Once you have made all the required changes yo will need to save the changes by pressing the Save button at the bottom of the pop-up

  6. If you decide NOT to keep the changes you can use the Close button

  7. You can Delete the action from the list altogether using the Delete button

On this page:

The ability to set a Target Date is able to be made Mandatory if your organization chooses to do so.

If this is the case, and you are editing an Action that does not have one, the Save button will not become active unless a Target Date has been set.

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