Action lists contain tasks that must be carried out for a session, such as sending materials or booking a location. This article explains how to configure and use action lists.
Requirements
- You need the Planning_Actielijst_Actielijst permission.
Open an action list
- Go to Planning > Trainings > Action lists.
- Select the session for which you want to view the action list.
Add actions
Open the action list of the desired session.
Click Add single action.
Fill in the following details:
Field name Description Required Action The description of the action to be carried out. Yes Responsible The person responsible for the action. No Deadline The date by which the action must be completed. No Status The current status of the action (open, completed). Yes Click Save.
Complete actions
- Open the action list.
- Tick the completed actions or change the status to Completed.
- Click Save.
Completed actions remain visible in the action list, even when the action's deadline has passed. You can find them via the Completed status filter and in the All view. Open actions with an expired deadline, on the other hand, remain hidden once the deadline has passed.
Frequently asked questions
Are action lists created automatically?
Yes, if default actions are configured for the training type, they are created automatically when planning a session.
Can I assign actions to other users?
Yes, you can designate a responsible person per action.
Do responsible persons receive a notification?
This depends on the notification settings. If the Reminder action list notification is enabled, responsible persons receive reminders for open actions that are about to expire. The timing is configured per action, as a number of days before or after the session start or session part.