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