Comment, edit, or archive an action

Open a User Action from your Actions List to add comments, make edits, or remove it from view.

Before You Begin

  • You must have at least one User Action in your Actions List.
  • Only User Actions support these operations. System Actions and Action Plan Actions have different controls.

Steps

Comment on an action

  1. Click My actions in the left-hand navigation.
  2. Click the User Action you want to comment on.
  3. Type your comment in the text field at the bottom of the action detail.
  4. Click Submit to post the comment.

Edit or delete an action

  1. Click My actions in the left-hand navigation.
  2. Click the User Action you want to change.
  3. Click Edit to modify the action's text or details.
  4. Click Delete to permanently remove the action.

Archive an action

  1. Click My actions in the left-hand navigation.
  2. Locate the User Action in your Actions List.
  3. Click the three dots to the right of the action.
  4. Select Archive from the dropdown menu.

The action is removed from your default Actions List view.

Unarchive an action

  1. Click My actions in the left-hand navigation.
  2. Click Show filters in the top-right corner of the Actions List.
  3. Select Archived in the Status filter.
  4. Click the three dots to the right of the archived action.
  5. Select Unarchive from the dropdown menu.

The action returns to your active Actions List.

If Something Goes Wrong

Issue Check Fix
No three-dot menu visible on an action Confirm the action is a User Action, not a System Action System Actions do not support archive. No fix available.
Comment field not visible Confirm the action detail panel is fully open Click directly on the action title to expand the full detail view
Archived actions not appearing after filtering Confirm Archived is selected in the Status filter, not another status Deselect all other status filters and select Archived only
Delete link not visible Confirm you own the action or were assigned it with edit permissions Actions assigned to you by others may only allow commenting, not deletion

Not Covered Here

This article does not cover marking actions as complete, creating new User Actions, or adding actions to a 1-on-1 agenda.

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