Rocks & actions
How to set up, edit and delete Rocks (previously called Projects) and actions.
If you have a lot of Rocks, you can filter the module down to only see ones you are working on. When you create a Rock, you can select the project status fr...
Wed, 10 Mar, 2021 at 2:40 PM
In the menu ribbon click Rocks Make sure you are on the Rocks tab (the active tab will be highlighted in green) Click the plus + sign on the right ...
Wed, 10 Mar, 2021 at 2:46 PM
Tip: You can click the plus sign next to each Rock to expand and collapse the Rock panel, allowing you to see related Rock actions Editing Rocks In...
Wed, 10 Mar, 2021 at 2:50 PM
If you have a lot of actions, you can filter the actions tab down to only see ones you are interested in. There are four main ways to do this: By the In P...
Wed, 10 Mar, 2021 at 3:05 PM
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 a...
Wed, 10 Mar, 2021 at 3:07 PM
There are three ways you can edit an action within the Rocks module: Through the pop-up under the Rock Using the drop-downs in the actions tab Using ...
Wed, 10 Mar, 2021 at 3:08 PM
There are two ways you can delete an action within the projects module: On the Rocks tab On the actions tab Deleting an action on the Rocks tab ...
Wed, 10 Mar, 2021 at 3:09 PM