Actio Help

Visual Walk-Through

The parts and controls provided by each of the windows are explained here.

Tool Bar

File operations, change views, navigate, search, manage owners and set file preferences in this tool bar.

Tabs in Detail View
Action Indicator

The detail view includes a number of tabs at the bottom of the screen where you select the options for the selected action(s).

Tab Bar (Requires Actio Unlimited)
Tab Bar

Select projects, add new projects, drag and drop with this Tab bar.

Filter Bar
Filter Bar

Filter actions by RAG status, Flag and Owner to focus in on the priority actions

Parts Bar
Parts Bar

Used by the Page View to add different parts to the display.

List Tools
Parts Bar

Common tools shown across all list views to add, delete and amend tasks.

Action Indicator
Action Indicator

The indicator icons included in every action.

Action & Notes Windows
Action Window Action Window

Double clicking an action or a note shows it in its own separate window. This describes the additional functions available in the window.