Manage your actions
Use My Actions to track tasks assigned to you.
Open My Actions to see tasks assigned to you and keep work moving.
Choose a view
Use the scope dropdown to switch between:
- Actions due now: actions due today or overdue
- Open actions: all open actions
- Closed actions: actions you’ve already completed
Open the related case
Selecting an action will take you to the case it belongs to.
Update an action
Use the action menu to:
- Mark an action Open or Closed
- Reassign it to another user (Assign to…) (open actions only)
- Change the due date (Reschedule) (open actions only)