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

Table of Contents

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

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  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 that you want to edit, and choose Edit Details.
    Edit Action DetailsImage RemovedAction DetailsImage Added

    The Edit Action details dialog box opens to the Details tab.
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    Make Image Added
  3. On the Details tab, make any changes and click Edit Action.
    Your changes are saved. Save.
  4. 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 drop-down listthe action.
    Image RemovedImage Added

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

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