Quick Help Videos

Click on the thumbnail to see the video.

startup_01

Actio Setup

Applying your personal details on first use of Actio.

Create_01

Creating a Project

Quickly create a work-breakdown-structure (WBS) for your first project.

addDetailText_01

Adding Detail

Use the detail view to add description and context for each action.

addDueDates_01

Adding Due Dates

Add due dates to single or multiple actions.

createOwners_01

Creating Owners

Use the Manage Owners window to add owners manually or from Apple Contacts.

addOwnerToAction_01

Add an Owner to an Action

Add an owner to one or more actions.

addRepeatAction_01

Make a Repeating Action

Great for adding regular meetings or payments schedules to your project.

addFlags_01

Adding Flags

Apply flags to one or more of your actions to quickly see your priorities.

simpleFilter_01

Basic Filtering

Filter by RAG state to allow you to focus on imminent priorities.

Adding Notes

Add as many notes as you like to each action. Create a history of notes so that you can review what has happened.

Basic Navigation

Use double-click and the breadcrumb tool to navigate around the project.

Drag and Drop

Move or duplicate one or more items to quikcly adjust your WBS.

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