You can create an action in two ways within the Rocks module - from the actions tab and under a Rock, in the Rocks tab.


From the actions tab
By creating actions from the actions tab, you do not have to relate them to a Rock, though you can do so if you wish. 

  1. In the menu ribbon click Rocks

  2. Make sure you are on the Actions tab (the active tab will be highlighted in green)

  3. Click the plus + sign on the right


  4. Complete the pop-up box and click save 

    The action Owner will default to whoever is creating the action. If you want to assign the action to someone else in your organisation, you can do this by changing the Owner drop-down. You can also assign actions to more than one person (such as if you are working collaboratively with another person), by allocating additional people in the who else drop-down. Assignees in both drop-downs will receive a notification that an action has been assigned to them 

    If you want to relate your action to a Rockselect the relevant Rock in the Rock drop-down 

    Note: You must create your Rock before you can relate an action to it


  5. Your action is now created

From the Rocks tab
By creating actions from the Rocks panel tab, you can automatically relate them to that Rock. To see how to create a new Rock click here.

  1. In the menu ribbon click Rocks

  2. Make sure you are on the Rocks tab (the active tab will be highlighted in green)

  3. Find the Rock you wish to create an action against and click the plus + to expand the Rock panel 

  4. Click on the plus + sign on the right


  5. Complete the pop-up as per step 4.) above and press save

  6. Your action is now created and related to the Rock you made it under