Creating Actions

iOS

Method 1

  1. From the “Folders” tab, navigate to the Test you want to add Actions to.
  1. Press the “+ Add” button at the top of the Actions section to go to the Action Editor.
  1. Give your Action a Title (required) and add any additional Notes.
  1. Include a Due Date for the Action to be completed by.
  1. Select a Priority level to give the Action.
  1. Use the Assignee section to assign the Action to either a Member of the Workspace or an external Assignee.
  1. Press the “Save” button to create the Action and and add it to the Action list.
 

Method 2

  1. From the “Folders” tab, navigate to the Test you want to add Actions to.
  1. In the Actions section, press the navigation chevron to go to the Action List.
  1. Press the “+” button in the top right of the screen to navigate to the Action Editor.
  1. Give your Action a Title (required) and add any additional Notes.
  1. Include a Due Date for the Action to be completed by.
  1. Select a Priority level to give the Action.
  1. Use the Assignee section to assign the Action to either a Member of the Workspace or an external Assignee.
  1. Press the “Save” button to create the Action and and add it to the Action list.
 

Web App

  1. From the “Folders” tab, navigate to the Test you want to add Actions to.
  1. In the Actions section press the “Add Action” button.
  1. Give your Action a Title (required) and add any additional Notes.
  1. Include a Due Date for the Action to be completed by.
  1. Select a Priority level to give the Action.
  1. Use the Assignee section to assign the Action to either a Member of the Workspace or an external Assignee.
  1. Press the “Save” button to create the Action and and add it to the Action list.
 
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