Actions are set of instructions to be performed when Task is executed either manually or automatically. If the Task is designed to be executed manually, sometimes it suffices to specify an Action without Trigger. When the Task contains multiple Actions, they are performed sequentially.

ActionsDetails
Actions List all Actions associated with the Task.
Add Add new Action to the Task.
Edit Edit parameters of existing Action.
Remove Remove selected Action.
Move up Puts Action higher in the list thus making it start before Actions listed below.
Move down Puts Action lower in the list.
Indent left Takes Action out of its conditional scope.
Indent right Puts Action into the conditional scope.
View mode Allow more space for displaying sequence of Actions.
  • Compact · minimal size.
  • Expand · expanded height.
  • Extend · extended width.

Pro tips…

  • Press F2 to instantly add or edit Actions (depending on current selection).
  • To make human-readable workflows, use Custom display name feature.
Task Actions · Use custom display name
Human-readable workflow

View modes…

Choose from 3 view modes—Compact, Expand, or Extend. To quickly switch between view modes, use keyboard shortcut F11.

Task properties · Actions · Expanded view mode
Expanded view mode
Task properties · Actions · Extended view mode
Extended view mode

Notes

  • If the workflow contains some problems such as wrong scope of Else Action, missing If Action or multiple identical labels, the problematic Action is highlighted.

Just ask…

If you have any questions, please do not hesitate to contact our support team.