Recurring actions are great for those things that you want to remember to do on a regular basis.
Want to send your invoices each Friday? Want to post on social media each day? Want to take a walk each evening? Prepare for a meeting each month? Use recurring actions.
Note that recurring actions *will not* appear as outstanding if you don’t do them on the day you set. (We don’t want you ending up with 17 outstanding actions telling you to “go for a run”!
If you want to make changes to one of your workspaces, this is easy to achieve.
With Actioned, you can separate different parts of your work and life using “workspaces”. By default, everyone has a “personal workspace” and in addition to this you might have a separate one of “work”, or separate ones for each of your teams. Or, you might like to have separate ones for each major project you’re working on, or even one for different roles you play in life.
The reason to separate things is that you can then view them separately. And importantly, you can set different colors for each workspace – which gives you a nice visual way to see where you’re spending your time and energy.
Another reason to use separate workspaces is that you can invite colleagues or team members to join you in a workspace. That way you can all work together, whilst also keeping your personal things separate.
To set up a workspace;
By default, you’ll receive an Update email from Actioned each weekday. This probably sounds like a lot but if you’re trying to keep on top of a busy team and keep everyone focused on making progress each day, this information is extremely useful.
The email will have ALL of YOUR actions, and the actions for each of your team members in your workspaces (only the actions that relate to those workspaces though).
But if you’d prefer to change your email preferences, here’s how you do it;
I know, I know, you’d like Actioned to be an actual app that you can download from the App Store. We will get to that but it’s going to take some time as these kinds of apps need to be totally created from scratch. (Unfortunately it’s not a matter of just saving our existing web app as an iOS or Android app!) I’m sorry about this and thank you for being patient!
In the meantime though, one workaround is to create a shortcut to Actioned which you can have on your phone’s Home Screen. How do you do this?
To add a profile picture, click in the top right area to access your profile.
Then select “My Profile”.
The My Profile panel will now be open.
From here, click on the camera icon on the default image.
Then select a photo or image file from your computer. This will then upload (there might be a short delay).
You can then click Save Changes and your profile image will be uploaded.
This is especially important if you work with other people as your profile image easily lets people see who is doing what.
If you no longer need to use a particular workspace, you can deactivate by going to Workplace Settings.
First click on the Workplace name in the left menu, then you’ll see the Workspace Settings option in the top right. (You will only see this option if you are a manager of that workspace. Otherwise you’ll need to request to be added as a manager or for them to do this.)
From here, just click to deactivate the workspace. You’ll be asked to confirm this.
Once you’ve deactivated a workspace, it will no longer show in your left menu and will not be included in the emails you receive. This workspace will now be deactivated for ALL team members.
If you need to reactivate this workspace in the future, you can find it under your Account settings.
From here, you’ll see your Deactivated Workspaces (if you have any).
Just click on this to reactivate the workspace. You’ll then be asked for confirmation and your workspace will be reinstated.