Creating an action

The Actions section is designed for creating and tracking tasks in the workplace. Employers can assign tasks, and employees can view and complete them.

How to View Current Actions

1. From the left-hand menu, select Actions.
2. Here, you can see all the current tasks that have been created.

➕ Adding a New Action

• Click + New Action.
• Action Description – Write what needs to be done.
• File (optional) – Attach any supporting documents or photos.
• Assignee – Select the user who should complete the task.

• ⚠️ Note: If a staff member is not appearing in the assignee list:

1. Go to the User Profile of that staff member.
2. Make sure the “Show Actions” option is ticked/enabled.
3. The user will then appear in the assignee dropdown when creating a new action.

• Priority – Choose urgency: Low, Medium, High.
• Due Date – Pick the day the task needs to be completed.
• Due Time (optional) – Set a specific time on that date if needed.
• Dashboard Notification (optional) – Displays an orange banner on the assignee’s dashboard as a reminder until the task is completed.
• Click Save – the task will now appear in the Actions list.

For next steps and more detailed instructions, please view our related article: [Completing an Action- https://support.squizify.com/en/article/completing-an-action-assigned-to-you-oln3zz/]

Updated on: 24/09/2025