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All the guides

Turn a note into an Action

For Staff, Senior, Manager, Owner

  1. When a note needs someone to put something right, tap ••• beside it, then Turn into an Action.
  2. The note’s words are already in What’s happened. Pick the category and how urgent it is.
  3. Tap Raise it.

When it’s done

The note leaves the board, shows as Moved to an Action on the Notes page, and links to the new Action.

If it doesn’t work

  • Raise it won’t work: say what’s happened, and for a red or amber Action, what has been done already.
  • You can’t find it later: open Notes and choose Moved to an Action.
The ••• menu beside a note, where Turn into an Action is.