Action List
The Action List displays:
- Actions done by users of the system
- Outstanding actions (i.e. actions that are yet to be done).
You can change the display to show:
- Actions by/assigned to any user of the system, your own actions, or everyone;
- A date range - specify how many days in the past/future you want to see;
- Actions done, actions outstanding, or a mixture of the two.
These display options can be accessed by changing the drop-down boxes across the top of the Action List, then clicking the "List Again" button to display your newly-selected options.
Setting up your Action List
A good configuration is to set the display so that it shows your own actions, 7 days past and future, and "Outstanding Actions Only". This means the Action List functions as your task list.
You can change your default Action List settings by clicking on the link saying "User Options for" followed by your user name, which is displayed at the top of the screen next to the date.
Then, on the "Referrals/Actions Settings" tab, change the relevant options.
Here you can also decide whether the list should be ordered in descending order (newest items on top) or ascending order (newest items at the bottom).
Examples of use
If you configure the Action List as suggested above, it will function as a task list, showing work due to be done by you (either that you have set for yourself to do, or that other people have set for you). In addition, if you set the Action List as your home page (the first page you see when you log in), this means you will always see your task list as soon as you log in.
The relevant option to set your own home page is found in the Edit User Details page, accessible from the link at the top of every page;
You can then set your home page from the "General User Details" tab.
