Managing actions
Creating an action
Create clear work for your team with a title, details and deadline.
What you'll learn
- How to create an action
- What to include so staff know what to do
Step-by-step guide
Open Actions → New
Give the action a plain title, for example Confirm Child Protection training completed.
Explain what good looks like
Add a short description. Say what to upload or confirm, and by when.
Save and assign
Choose who needs it — people or groups — then make it available.
Tips
- One clear action beats a long list of vague asks.
Common questions
Can I start from a template?
Yes. Browse the Template Library and create an action from a ready-made school template.