What is an action?

An action is a specific task that moves a case forward. It might be collecting a document, contacting a person, scheduling a meeting, or sending an update. Actions turn a case into a clear list of steps, so work doesn't stall and responsibilities are easy to see.

Each action has context; who owns it, when it's due (and whether it's overdue), as well as a description. This keeps progress visible, helping users and teams track the timeline of cases.