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Adding and Managing Actions for a Project

Actions are the individual tasks that make up your reduction project. This guide shows you how to add and manage them.

Step 1: Access Project Actions

Navigate to your project's details page. Within the project, look for a section related to 'Actions' or 'Action Planning'. You should see a button like '+ Add Action'.

Step 2: Open 'Add New Action' Modal

Click the '+ Add Action' button to open the 'Add New Action' modal.

Step 3: Fill in Action Details

Complete the fields in the modal:

  • Due date: Select the target completion date using the date picker.

  • Cost Estimate: Enter the estimated financial cost associated with this action.

  • Estimated Impact (tCO2e): Input the expected carbon reduction (in tons of CO2e) this action will achieve.

  • Priority: Select the urgency of the action from the dropdown (Low, Medium, High).

  • Associated Milestone: Link this action to a defined project milestone.

  • Assignees: Select the team members responsible for this action.

Step 4: Save the Action

Once all details are entered, click 'Save Action'. The new action will now appear in your project's action list.

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