View the incident you want to add an action to.

You will see the actions section with an Add action and / or Add simple action depending on your organisation settings.

  1. Click "Add simple action" or click "Add action" button. (Click on the links to see the details for adding a simple action and / or adding an action)

 Once the action is saved it will look something like this.

  1. The title of the action
  2. The next date that you have to do the action
  3. Clicking on the little triangle displays the instructions for the action (Contact Will and finalize...)
  4. The action reference number
  5. An icon indicating that there is a form to fill out with this action
  6. The arrow icon indicates that this is a recurring action