Important information
This article assumes that you have the rights to add an action to an issue. Do you not have the correct rights? Please contact your Administrator.


Sometimes several actions are necessary before an issue can be picked up or finished. You can add an action to inform colleagues or the customer about your activities regarding an issue. This way, the actions are logged and communication takes place between different parties involved.


An action can be added in the Dashboard or in the App. In this article both ways are discussed, choose below which applies to you:


Dashboard


Follow the steps below to add an action in the Dashboard:

1. Click on Issues in the toolbar

2. Lookup the issue you would like to add an action to

3. Click on the title to open the issue

4. Click on Add action at the top right

- Fill in a Title

- Fill in a Description

- Optionally change the status of the issue (open, in progress or closed)

5. Click on Save




App


You can add an action to an issue immediately when you first report the issue or afterwards.


Option 1: Add action when reporting an issue


1. Create the issue

2. Click on the tab Actions at the top right



3. Click on Add action

- Fill in a Title

- Fill in a Description

- Optionally add Photos (maximum of 4)

4. Click on Checkat the top right to save the action



5. Click on Saveto save the issue



Option 2: Add an action afterwards


1. Click on the button Issues on the homescreen


2. Lookup the issue you would like to add an action to

3. Click on the issue

4. Click on the tab Actions at the top right



5. Click on Add action

- Fill in a Title

- Fill in a Description

- Optionally add Photos (maximum of 4)

6. Click on Checkat the top right to save the action



7. Click on Saveto save the issue