How do I set up a new Action?
PRINTBefore you can assign someone to an action, you need to setup the action. In this example, you will be creating an action of a Political Lobby Day.
To create a new Action, click the “Actions” button in the Module list.
When the new window opens click the “+” button in the upper right corner to create a new Action.
Next click the “New Action” button at the bottom of the window
Enter the Action Name, Date, and Action Type. If you don’t see a good description of the type of Action in the list in the drop-down menu, you can always add a custom Action Type by clicking on the Dot Box and entering a new Action Type.
Step 3: Add notes and Metrics (Optional)
Understanding Metrics
Metrics is a feature that will help you set and achieve goals related to actions. In this example, the union has set a goal of visiting 30 Senators and 10 Assembly Members. Later when you add individuals who participated in a particular action, you can record the number of Senators and Assemblypersons the person actually visited.