In This Article
Overview
My Actions is a convenient slide-out dialogue box that helps you manage and track all your personal action items in WiredUp. It provides a centralized view of your tasks to help you prioritize your work effectively. Actions are automatically categorized into three groups: Overdue (past the end date and incomplete), Upcoming (due within 7 days), and Later (due within 14 days).
Accessing My Actions
- Locate the My Actions icon on the top right of your screen
- Click the icon to open the My Actions slide-out dialogue box
- Your actions will be displayed, grouped by category (Overdue, Upcoming, Later)
Adding a New Action
- In the My Actions dialogue box, click the +Add button
- Type in the action details
- Once completed, click "Enter" on your keyboard and the action will be added to the Upcoming actions section
Completing an Action
- Locate the action in your My Actions list
- Select the tick box next to the action
- The action will be marked as complete
Editing an Action
Click on any action in your My Actions list to open the Edit Action dialogue box. Update any of the following fields:
- Action: Modify the name/description of the action
- To Date: Set or change the due date for the action
- Revised: Add a revised completion date if required
- Attachments: Attach files or folders to the action
- Tags: Add relevant tags for categorization and filtering
- Originator: the name of the user who created the action (this is automatically populated)
- Comments: Add comments to provide additional context or updates
- Priority: Check the box to mark the action as a priority
- Confidential: Check the box to limit access to this action by other users
- Click Save to save your changes
Recommendations
- Regularly check your My Actions to stay on top of your tasks
- Use the priority flag to highlight your most important actions
- Add comments to actions to track progress and updates
- Explore the [Outstanding Actions Report] for a more detailed view of all actions across your organization
- Set up email notifications (if available) to receive reminders about upcoming and overdue actions