Click "Add simple action" button

  1.  Add the action title.
  2. Select the person doing the action. (Note the person doing the action must be setup as a user by your system admin. If you can't see the person in this list then contact your system admin.)
  3. Type in the instructions for the action.
  4. Save the action.
  5. If you need to add another simple action, click on "Add simple action " repeat steps 1-5