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How to create an action related to a site
How to create an action related to a site

This article explains how to add tasks linked to sites

Matty Matsagoura avatar
Written by Matty Matsagoura
Updated over a month ago

You can use this feature to help you keep track of actions that need to be done in relation to a site.

  1. Click on the 'Sites' button in the navigation bar.

  2. Click on the site you would like to add an action to.

  3. Click on the 'Related' tab near the top of the screen.

  4. Click the blue 'New Action' text.

  5. Enter the name of the task, the member of staff who you would like to assign the task to, and the due date. Click 'Create Task'. If they have their notifications enabled, this will send them an email.

This task will then be linked to this site record, and will also appear on your Actions overview, which you can access from the left navigation bar.

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