Edit or delete actions and discussions you created for others

Account admins and managers of managers can edit or delete actions and discussions they created for others. When complete, the change is reflected immediately in the recipient's Actions List.

Before You Begin

• You must have the Manage actions permission enabled on your account.

Edit an action or discussion

1. Click Actions in the left-hand navigation.
2. Click the Manage actions tab.
3. Click the action or discussion you want to edit.
4. Select Edit.
5. Make your changes in the edit form.
6. Press Enter on your keyboard to save.

A notification confirms the action was updated. The updated item replaces the previous version in the owner's Actions List (and the impacted person's Actions List, if one was selected).

Delete an action or discussion

Delete a single action or discussion

1. Click Actions in the left-hand navigation.
2. Click the Manage actions tab.
3. Click the action or discussion you want to delete.
4. Select Delete.
5. Click Delete in the confirmation popup.

A notification confirms the action was deleted.

Delete multiple actions or discussions in bulk

1. Click Actions in the left-hand navigation.
2. Click the Manage actions tab.
3. Check the box to the left of each action or discussion you want to delete.
4. Click Delete in the top-right corner of the Actions List.
5. Click Yes, delete actions in the confirmation popup.

A notification confirms the actions were deleted.

If Something Goes Wrong

Not Covered Here

This article does not cover creating actions, discussions, or blockers. See Track the progress of assigned actions for related management tasks.

Related Articles

• Track the progress of assigned actions
• Fill Out and Submit a Check-in