There are three ways you can edit an action within the Rocks module:

  1. Through the pop-up under the Rock 
  2. Using the drop-downs in the actions tab
  3. Using the pop-up in the actions tab


Note: If you update an action which is assigned to someone else (whether that someone else is the only assignee or an additional one) they will get a notification that you updated the action.

Editing an action under a Rock


  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. Click the plus + on the right of the Rock your action is related to, so you can see all of the Rock's actions


  4. You can then edit a limited number of fields related to the action without having to open the pop-up box. Changes made in this view will save automatically

     
    Tip: Did you know you can click the column headers to sort by that column? 

  5. If you need to edit fields which are not shown in this view, click the edit icon on the right

  6. This will bring up the pop-up box to edit your action. Make the changes you need and click save

Editing an action in the actions tab


  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. All of your actions, which are not completed, will be listed under the In progress tab (check the Completed tab if you want to delete an action which is 100% completed)

  4. You can then edit a limited number of fields related to the action without having to open the pop-up box. Changes made in this view will save automatically

     
    Tip: Did you know you can click the column headers to sort by that column? 

  5. If you need to edit fields which are not shown in this view, click the edit icon on the right

  6. This will bring up the pop-up box to edit your action. Make the changes you need and click save