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This page shows you how to perform additional functions related to actions.

Table of Contents

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Files, Actions, and Wiki
Files, Actions, and Wiki
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When someone creates an action in an AirSend channel and assigns it to you, you will receive an email such as:

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  1. In the Action tab, hover over the action and click the Subtask icon.


  2. In the text box that opens, add a name for the subtask.


    The subtask is added.
  3. Hover over it, you will see the same options for assigning a user or a date or performing other actions on it.

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  1. Open the channel in AirSend, and click the Actions tab in the right panel.
  2. Click the check box next to the action that you want to mark complete.

    Note

    You cannot complete an action until you mark all of its subactions as complete.


    Image Modified
    The action disappears, but can be viewed with other completed actions (see below).

To view completed actions

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To view actions that have been checked as completed, click the check icon across from the Search actions box.

Click it again to view only incomplete actions.

To

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move an action to another channel

You can move an action to another channel, but only if users assigned to the action are also members of that channel. The following video shows you how.

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To edit an action

  1. Open the channel in AirSend, and click the Actions tab in the right panel.
  2. Click the three dots to the right of drop-down list.
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  3. Click Delete.
    The action disappears from the Actions tab.

To move an action to another channel

You can move an action to another channel, but only if any users that the action is assigned to are also members of that channel. The following video shows you how.

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  1. the action that you want to edit, and choose Edit Details.
    Action DetailsImage Added

    The Action details dialog box opens to the Details tab.
    Image Added
  2. On the Details tab, make any changes and click Save.
  3. Click the Activity tab to view the action history:
    Image Added

To delete an action

  1. Open the channel in AirSend, and click the Actions tab in the right panel.
  2. Click the three dots to the right of the action.
    Image Added

  3. Click Delete.
    The action disappears from the Actions tab.