Actions
Create an Action
You can create an action in three ways:
1. From the Home Screen:
Log into MyPrism.
Click Create and select Action from the dropdown.
Fill in the form. Title is the only mandatory field. You can also add Description, Type, Assignee, Due Date, Business Function, and any relevant links (Belongs To or Related Actions).
Click Save to add the action.
2. From the App Launcher:
Open the Action module from the App Launcher.
Click Actions, then select Create Action.
Enter the Title (mandatory) and any additional details as needed.
Click Save.
3. From a Board:
Go to Boards from the left menu and open a board.
Click the + icon next to Actions.
Enter the Title and other optional details.
Click Save.
Update an Action
You can update an action in two ways:
1. From the Actions List:
Open the Actions module via the App Launcher.
Select an action from the grid to open its split view.
Edit fields like Title, Description, Due Date, Priority, or related items.
To add files, go to More Details > Attachments.
All changes are saved automatically.
2. From a Board:
Open the desired Board.
Click on Actions/List to view all actions.
Select an action to open its split view.
Update the required fields. Changes are saved automatically.
Delete an Action
Open the Actions module from the App Launcher.
Locate the action you want to delete.
Click the delete icon next to the Due Date.
Confirm the deletion.
Link and Unlink Related Actions
To Link
Log in to MyPrism and go to the Action module via the App Launcher.
Click Actions to view the grid and select an action.
In the split view, click the Action ID to expand to full screen (optional).
Under Related Actions, click Link.
Select a relationship type (Blocked by, Child, Related To) and choose the related action from the dropdown.
Click outside the grid to save.
To Unlink:
Click Remove in the Related Actions grid. The link will be removed immediately.
Link or Unlink an Action to other Entities
To link
Log in to MyPrism and open the Action module from the App Launcher.
Click Actions to view the list and select an action to open its split view.
In the Belongs To section, click Link, choose the entity type and title from the dropdown.
Click outside the grid to save.
To Unlink
Click Remove in the grid. The entity will be unlinked immediately.
Link Multiple Actions
Log in to MyPrism and open the Action module via the App Launcher.
Click Actions to view the grid and select multiple actions.
Once enabled, click Link, choose a board, and click Link.
The selected actions will be linked to the chosen board and can be viewed there.
Send Action Reminder
From the Actions Grid
Go to the Action module via the App Launcher and open the Actions grid.
Select one or more actions. If the Send Reminder button is enabled, click it to notify assignees via email and MyPrism notifications.
From Split View
Click an action to open its split view.
Click Send Reminder icon next to the status to notify assignees.
Pin Action to Top
Log in to MyPrism and open the Action module via the App Launcher.
In the Actions list, click the pin icon next to the action ID to pin it.
Pinned actions appear at the top of the list for easy access.
Note: Pin to Top is also available for actions within Boards under both List and Actions views.
Edit - Make changes at all once for multiple actions
Log in to MyPrism and open the Action module via the App Launcher.
In the Actions list, select one or more actions.
Once the Edit button is enabled, click it to open the edit popup.
Update the status, assignee(s), or due date, then click Save to apply changes to all selected actions.
Export Action details
To export your actions, go to the Actions module and click Export (next to Create Action).
To export actions from a specific board, go to Boards, open the board, and click Export (next to Link Actions).
Last updated