Do Now List and Actions Basics

Do Now List and Actions Basics

The Do-Now List and Actions communicate tasks throughout the company.

One of ActionFlow's core functions is the processes and the Do Now List. These allow you to focus on what needs to happen today and leave tomorrow's problems for tomorrow. The Do Now List streamlines how your team communicates and increases your effectiveness at achieving your goals.

 

 

Table of Contents

  • Intro (0:00)
  • How the Do Now list helps you and your team (0:08)
  • View Actions in the Do Now list (0:30)
  • Completing Actions in the Do Now List (1:04)
  • Automated processes/actions (1:19)
  • Adding Actions to the Do Now List (1:50)
  • Clearing out completed/Refreshing actions (2:06)
  • Actions that require multiple steps to complete (2:30)
  • Change date of Action in Do Now list (3:05)
  • View Future Dated Actions (3:30)
  • View Other Users Do Now List (4:04)
  • Filter for Actions (4:19)
  • Messaging (Sending Comments) with other users (4:30)
  • Manually add actions (4:48)
  • Expand comments (Right click on comment box) (5:10)
  • Making an action Urgent (5:33)
    • It will appear red and at the top of the assigned users do now list.
  • Voiding an action (5:56)
  • Viewing all past and present actions (Action History) (6:17)

 

 

    • Related Articles

    • Quote Basics

      These videos cover the basics of creating a quote in ActionFlow. Creating a Quote - The Basics We will cover the basics of how to create a quote in ActionFlow. Table of Contents Basic Data Structure - Customer, Job, Area (0:00) Finding Customers and ...
    • Inventory Basics - Entering Slabs

      Learn how to enter slabs into ActionFlow by watching the video or following the guide provided below. Downloadable guide at the bottom of this article (or view below). Table of Contents Intro (0:00) Create a New Order (0:22) Attach a Vendor (0:40) ...
    • Inventory Basics - Order Inventory for a Specific Job Step 1

      Learn how to order material for a specific job in ActionFlow by watching the video or following the guide provided below. Downloadable guide (see bottom of the article). Table of Contents Intro (0:00) Review and determine what to order using actions ...
    • Inventory Basics - Order Inventory for a Specific Job Step 2

      Learn how to order material for a specific job in ActionFlow by watching the video or following the guide provided below. Downloadable guide (see bottom of the article). Step 2- Send Purchase Order and Track Inventory Order 1. Click on the Inventory ...
    • Webinars

      February 26, 2025 - Shop Efficiency January 22, 2025 - Hourly Definitions Defined December 11, 2024 - Tame the Beast - Inventory Best Practices Presentation Slides November 13, 2024 - ActionFlow in the Shop Presentation Slides October 16, 2024 - A ...