PHC Hub User Guide (v. March 2018)

View Actions for All Projects

The Actions menu provides quick access to project tasks, regardless of which project the tasks belong to. These tasks help contacts track and manage the work they need to do within a project.

To view project actions, open the Actions menu and click the link for an action type:

Due Today - Actions that are scheduled to be started, reviewed, or completed today
Over Due - Actions that should have been completed by now, but have not been
Pending - Actions that need to be completed at a later date or have not yet been completed
Complete - Actions that have been completed (marked as Done)

For whichever type of actions you are viewing, you can:

Print the list of actions - Click Print Preview and then Print
View the action details - Click the action in the list
Edit or mark the action as complete - Click the action in the list, then edit or complete the action on the Project page