> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saphion.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Actions

> Track a piece of work from start to finish, and see your own work by when it is due.

An Action is one piece of work: who is doing it, when it is due and where it stands. Every Action across your Organisation is a record of the same kind, so an Action you see in a Project, in **My actions** and on Home is always the same Action, never a copy.

## Where to find Actions

* **My actions** lists your own open Actions, grouped by when they fall due. See below.
* **A Project's Actions tab** lists the Actions belonging to that Project. See [Projects](https://docs.saphion.co.uk/work/projects.md).
* **Actions**, in the Workspace group of the sidebar, is the company-wide table. It is offered to Admins and to managers who have people reporting to them.
* **Home** shows your open, completed and overdue counts. Choose a figure to open My actions narrowed to exactly what it counts.

## Create an Action

Choose **New action** on Home, My actions, Actions or a Project's page. Give it a name and, if you like, fill in its Project, Assignee, Due date, Start date, Priority, Estimate and Labels. Actions created from a Project start in that Project.

You can also ask Beacon to create one. See [Chat with Beacon](https://docs.saphion.co.uk/beacon/chat.md).

## What an Action holds

| Field | What it records |
| - | - |
| **Action name** and **Description** | What the work is. |
| **Status** | Not started, Working on it, Ready for review or Completed. |
| **Priority** | Urgent, High, Medium or Low. An Action with no priority simply has none. |
| **Assignee** | Who is doing it. |
| **Due date** and **Start date** | When the work is planned to begin and end. |
| **Project** | The Project it belongs to. |
| **Labels** | Tags of your own. |
| **Estimate** | How much effort the work is. |
| **Blocked by** | Other Actions this one waits for. |
| **Parent Action** | The Action this one is a sub-Action of. |
| **Attachments** | Files for this Action. See [Record panel and attachments](https://docs.saphion.co.uk/work/record-panel-and-attachments.md). |

An Action is **blocked** when it waits on unfinished work it depends on. Nobody sets Blocked as a status. It appears while the wait lasts and clears itself when the wait ends.

Open an Action to see all of this in the record panel, with **Mark complete** at the top. You can also tick an Action complete from the My actions list on Home.

## My actions

My actions is your own Actions, grouped by when they fall due: Overdue, Today, Upcoming, No date and Awaiting review. Within each group the soonest is first. It shows Project, Status, Priority and Due date.

Your changes to this view's grouping, sorting, filters and columns are yours alone.

## Views and completed Actions

The **Actions** page shows its views as tabs along the top: **All actions**, **Board** and **Calendar**, plus any view your Organisation has saved. Choose **+** to add a view and pick its layout.

Completed Actions are hidden in every list, board and calendar so you see the work still to do. So are Actions at a status your Organisation has marked **Not required** (a status whose category is Cancelled, set in the Status field's choices). To see both, open **Filter** and turn on **Show completed and not required**; the choice is saved with the view. Progress figures, such as a Project's Action progress, always count completed Actions; Not required Actions are on neither side of them and are never outstanding.

## Changing dates

By default every Member can change an Action's dates. An Admin can take that power away from the Members Permission. Without it, you ask for a new date instead. See [Members and roles](https://docs.saphion.co.uk/admin/members-and-roles.md).

## Who can see an Action

An Action that follows another record, such as a Company, is seen only by people who can see that record, plus its Assignee.


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