The advanced actions window located on the main screen provides a general view of the items in the system that are waiting for treatment, and allows you to perform several quick actions in one place.

The Action Center is divided into 3 main screens/widgets: the list of tasks to be performed (To Do), items waiting to be read and signed (Read & confirm) and the work agenda (Agenda).

Agenda

This function allows you to see the items for which a due date has been defined, divided into automatically defined time periods: Past, Today, and This month.

Clicking on the 3 dots to the right of any task name will open the Quick Actions Menu, to perform several actions within the item:

  • Remove association: removing the user from the item, the task will be removed from the task list

  • Task Completion: update on the completion of the task according to the target date defined for it

    It should be noted that these first two actions will delete the item from the Action Center, meaning that the task has been concluded/completed:

  • Saving the item in Favorites

  • Measuring task execution times

  • Moving an item inside/outside a group

  • Adding members to the task

  • Adding a label to an item

  • Delete

To Do

This widget will show you the list of tasks waiting for your attention, with or without a Due Date, with a red or orange status. Clicking on the 3 dots to the right of each task will open a menu identical to the one detailed above, with the same actions to perform.

It should be noted that the Unassign and the Complete actions will delete the item from the Action Center, meaning that the task has been concluded/completed

Read & Confirm

In this section, the items in the system that await your reading and signature will be displayed. From the Quick Actions Menu, you can attach your signature and thus confirm that you have read the information. By clicking on the Sign action (inside three dots menu), the item will be signed and deleted from the R&C list:

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