Actions - The "Heart" of Actionstep
Depending on your type of business you may refer to "Actions" as:
- Matters,
- Projects,
- Cases, or
- Jobs.
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| You can adjust your preferences to use the terminology you prefer. |
Think of an Action as an "Electronic File"
When you create a new "Action" you create an "electronic file" that will contain absolutely everything you need to know about that Action, including:
- The Parties
- Documents
- Tasks
- Timesheet Records
- File Notes
- Calendar appointments
- Income and Costs
- Other data
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| Each Action has a pre-defined "Workflow" that guides users through a series of "Steps" from start to finish |
Create Actions for just about anything
You can create Actions for just about anything. Examples include:
- Marketing events
- Sales leads
- Legal matters
- Project management
- Employee files
- Insurance
- Facilities management
- etc.
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360053208594-Matters |