Action List

Action List


This view is the "to do list" for the whole project, listing all the Meetings, Milestones and Actions across all of the Activity Groups. The table allows you to see and organise the full details of each Meeting, Milestone and Action.


The following details can be edited directly in each of the cells:

  • Activity Group
  • Type (Meeting, Milestone or Action)
  • Description
  • Responsible
  • Involved
  • Due Date
  • Status
  • Priority (1-5)
  • Performance (Green thumbs up , red thumbs down, amber thumbs level, or neutral)
  • Comments
  • Budget

Priority and Budget are not on by default – they can be selected using the Page Body format dialogue


Adding Meetings, Milestones and Actions

There are a number of ways of adding new Meetings, Milestones and Actions into the Action List:

  • Dragging and dropping the respective icons from the Toolbox section into the table
  • Using Tab to move from the last row in the table
  • The menu (Insert > Meeting OR Milestone OR Action)
  • Clicking in the white space below the table


Ordering the Action List

The order of the Meetings, Milestones and Actions in the Action List can be arranged in a number of ways:

  • Sorted by a particular column (either A-Z or Z-A)
  • Arranged in a custom (user-defined) order

To sort by a particular order either click on the header of the column you wish to sort by or use the Sort dialogue (from menu: Page Layout > Sort > Sort Dialogue). When the table has been sorted in this way, adjacent rows with the same value in the sorted column are all coloured the same (white or grey) and the text is merged across those table cells.

In addition the Activity Groups can be sorted in the order that they appear in the Timeline (each row from top to bottom then from left to right) by clicking on the Activity Group column header until the "By Timeline" icon appears.

To arrange in your own custom order, individual rows can be moved up and down using:

  • The toolbar buttons;
  • The menu (Page Layout > Move > …) OR

  • Keyboard shortcuts:
    • Ctrl+J for Move Up;
    • Ctrl+K for Move Down;
    • Ctrl+SHIFT+J for Move To Top OR
    • Ctrl+SHIFT+K for Move To Bottom

Note: you can also select multiple rows and move them together.

Once you have arranged the rows in the order you would like this order can be saved using the Save Order button at the top of the table.The Restore Order button will allow you to recover the last saved order.

The rows in the Action List table can also be ordered in the same way as in the Activity Group Detail view using the Import Order button.


Display settings

Individual rows in the view can be hidden using the right-click menu (or from the toolbar) so that you can choose what to share with others.