Creating actions

In this tutorial, we’ll show you how to create an action from the Action Register and from within a diagram.

Create an action from the Action Register

Step 1: Head to the Action Register in the left-hand menu and click + NEW ACTION. The Create Action page will open.

Step 2: Enter the Title, Details, Tags, Priority and Due Date. Click SAVE.

You can also set the action’s visibility before saving. See Action visibility for details.

Create an action within a diagram

Step 1: Create a new project and diagram, or open an existing one.

Step 2: In your diagram, double-click a node or task.

Step 3: Click the Actions icon in the toolbar.

Step 4: In the pop-up, click + QUICK ADD.

Step 5: Enter the Title, Details, Priority and Due Date (optional), then click SAVE.