Creating an action

Actions is where you can assign a task to a staff member with the Priority level, Due Date and Due Time. You can also click the box to add notification to the dashboard.

1. Log in to the Squizify application, and  go to Actions in the lefthand tab.

2. Click the blue + NEW ACTION button.  A pop-up will slide out from the right.

3. Fill in a full description of the action required.

4. Take a photo by clicking the image block and upload the image straight to the Action.

5. Assign someone (or multiple people) to the the Action, assigning responsibility is helpful for ensuring actions are completed on time, and mark the Priority of the Action.

6. Select a date and time when the action is due.

7. If you want this added to the venue's dashboard tick the Add Dashboard Notification checkbox.

8. Ensure all information is completed and click the blue Save button. Your Action has now been added and the assignee will be notified.

Updated on: 02/04/2025