This feature is common to all sharemundo links® solutions. Core and Enterprise solutions.
Step 1: Go to the 'Actions' section in the left-hand menu ('Company management' section).
Step 2: Click on 'Create an action' (top right of your screen).
Step 3: Enter the action details and click on 'Save changes'.
Notes:
- Fields marked with * are mandatory;
- You'll find details of the various fields below the image.
Details of individual fields
- Name *: enter the name of the action;
- Notes: enter action details;
- Start and end dates *: enter the estimated start and end dates of the action, or select them using the calendar ;
- Estimated date: Enter the estimated date of the action or select it from the calendar;
- Labels: Select a label from the drop-down list;
- Assigned to *: select a collaborator from the drop-down list ;
- Priority level: select from the drop-down list;
- Status *: select the action status from the drop-down list;
- Reminder *: select the delay for sending a reminder, if necessary;
- Allocated budget *: enter the amount of the budget allocated to the action;
- Allocated hours *: enter the number of hours planned for the action;
- Linked documents: if you wish, you can link one or more documents to the action.
- Related structure: If you wish, you can select one or more folders whose structure you want to link to the action.
- Related opportunity: If you wish, you can link one or more opportunities to the action.
- Add a subtask: You can add one or more subtasks.