Edit an Action

Here's how you can edit an action.

1. To mark an action as completed:

   • For an action in the Pending region, select the Mark as Complete check box for the action to mark as complete.

   • For an action in the Recommendation region, click Mark as Complete from the drop-down list.

   • For an action in the Actions and Plans panel, click More (the vertical 3 dots icon) > Mark as Complete.

     The completed actions are listed in the activity feed.

2. To update notes for an action:

   • For an action in the Pending region, click More (the vertical 3 dots icon) > Update Notes.

   • For an action in the Recommendation region, click Update Notes from the drop-down list.

   • For an action in the Actions and Plans panel, click More (the vertical 3 dots icon) > Update Notes.

   • Enter your notes and click Save.

3. To modify the details of an action:

   • For an action in the Pending region, click Edit or Edit in Browser Tab.

   • For an action in the Recommendation region, click View Details or Edit (depending on the object type) from the drop-down list.

   • For an action in the Actions and Plans panel, click More (the vertical 3 dots icon) > View Details.

     Depending on the type of object, the details of the selected action are displayed either inline in the panel, or in a separate browser tab.

   • Edit the required fields and click Save.

4. To dismiss a recommendation, click Dismiss in the Recommendation region.

   Dismissed items are moved from the Recommendation region to the Pending region. The application displays other recommendations, if available. Otherwise, the Recommendation region is cleared.