Actions

An action assigns content to people and asks them to complete it, with or without a deadline. Actions are how a program reaches its members rather than waiting to be found.

Actions live inside an initiative. They cover the initiative you are currently in, so check which one is selected before creating one.

Creating an action

1. Open Actions in your initiative and choose New action

2. Select the content to assign — podcasts, power reads, videos, PDFs, external resources and trails

3. Select the users and groups to assign it to

4. Add a title, the purpose or goal, a start date and a due date

5. Set the order of the content by dragging pieces into place

6. Choose Create action

The content order cannot be changed after the action is created. Check it before creating, because fixing it afterwards means creating the action again.

Scheduling for later

Use the start date to schedule an action to go live in the future.

The start date can only be changed while it is still in the future. Once it has passed it is fixed.

Action statuses

Draft — not yet live.

Active — live and within its due date.

Scheduled — set to go live on a future date.

Expired — past its due date. Members can still complete it from the Expired tab, so a missed deadline does not remove access to the content.

Inactive — withdrawn by an admin. It disappears from the member's actions list.

Editing an action

• The due date can be changed on an active or expired action

• Users and groups can be changed on an active action

• An active or expired action can be marked inactive

A due date can only be moved forward, never backward — not even to another future date earlier than the current one.

Once an action is inactive, nothing on it can be changed. Marking an action inactive is the end of its editable life, so use it when you are finished with the action rather than as a way to pause one.

Users and groups

An action page has separate tabs for users and groups.

Users lists individuals assigned directly. Groups lists assigned groups.

Members of an assigned group do not appear in the Users tab. To see who is in a group, select the group name.

Finding inactive actions

Use the Inactive actions view from the Actions section.

Seeing who has completed an action

Open the action and scroll to the completion table, or select the action title from a Statistics table.

Filters let you check specific users. You can also filter by organization group, which is not limited to the groups assigned to the action.

Changing a trail inside an action

Editing a trail that forms part of an active action affects that action's statistics. Be deliberate about changing trails that are already in use.