Actions Board

Note: Actions are usually managed by the Owner via the My Actions tab, the support page has a video to talk you through Actions in more detail.

Example of Actions Board:

Refresh	Looks for any updates to information displayed on the page.
Expand Screen	The arrow icons make the menu down the left hand side of the page invisible to maximise the space available to display the details. When you use the button again the menu will reappear.
Close Window	Use the X to close the page (the main screen will show blank).  Choose a sub-menu from the left hand side to load a page.
Search by name	This is a text field allowing you to filter the view by Action Name. Click the X to clear the filter and show all Actions again.
Search by owner	Click into this box to see a drop down of owners to filter the list of Actions.  Multiple owners can be selected. Click the X to clear the filter and show all Actions again.
Financial Year	Change the drop down to view actions for a specific year. The system will show the Current year as the default.
Sort by Date / Name	Use the drop down to select if you want to sort each column by Date or Name. Click the button (without selecting the drop down) to sort Alphabetically for Name or Newest to Oldest for Date.

There are 3 columns for each status, moving in a flow from left to right.

	Actions which have been planned but no progress has happened yet (some of these Actions could be planned to start in the future).
	Actions which have some progress.  Look at the colour of the Progress % to check if the Action is:  on track, running behind or late.
	Completed Actions will show with a green tab. Cancelled Actions will show with a grey tab (the name will have a strikethrough). This section is for information, as no work is required on these Actions.

Action Card:


Additional Options (3 spots):

Edit Action	A pop up will show giving you options to edit the action:
Go to Initiative	Takes you to the Initiative Details screen.
Go to Objective	Takes you to the Objective Details screen.
Start	Moves the Action Card from Not Started to In Progress *Only available when the Action is shown in the "Not Started" column.
Complete	Moves the Action Card from In Progress to Done *Only available when the Action is shown in the "In Progress" column.
Cancel	Moves the Action Card from In Progress to Done Name will show with a Strikethrough and tab on left will be grey. *Only available when the Action is shown in the "In Progress" column.
Re-open	Moves the Action Card from Done back to In Progress. Remember to update the Progress % and Comments. *Only available when the Action is shown in the "Done" column.
Move to *Advanced*	This option should only be used if you have an understanding of the Value Creation Plan and how Financial Years are used in Untap.
Delete Action *Advanced*	*Advanced*  This option should only be used if you have agreed the Action is no longer required with the Owner of the Objective / Initiative as Objectives and Initiatives require at least one Action to progress. Deleted Actions can not be recovered, so consider if it would be safer to cancel the Action instead, this will put the Action in a state where no further work is needed and the Action can be re-opened if needed.