Add or Close Headings and Actions

Add or Close Headings and Actions

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To add a new heading from the template select ‘+New Heading

Choose your new heading from the list by checking the box (can add as many as you prefer) and click Add

headings

 

To Add an Action, select the “+New Action” text and type into the text box.

You can add a Due Date (Optional) by clicking on the Calendar icon

Any Action can be cancelled by selecting

Actions that have been completed can be “closed” by clicking “close action“- once saved the closed actions remain visible but are annotated as closed.

Click the Save button to save all changes. The Save button will stay ORANGE until items are saved.

 

action

 

 

 


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