Action Links

Use Action Links on Your Plan

Create or select your form to use as an Action Link

Enable Action Options: Set up your Action Links

Add Action Links on your Project Plan Page

Add Action Links to Content Pages

Use Action Links on Your Plan

You are able to have your collaborators/clients create new tasks inside of your projects by implementing the Action Links feature inside of your Forms

Note: You will not be able to use Action Links inside of your Plan until you create at least 1 form and check the "Enable Action" checkbox at the bottom

You will also need to give your collaborators plan access for them to use this feature. Any collaborator that cannot see the Plan tab, will not be able to use Action Links

Create or select your form to use as an Action Link

1. Navigate to Settings > Forms

2. Create a new form by entering a name in Form Name and pressing the Create Form button or using an existing form

   

3. Scroll down in the form until you get to "Enable Action" checkbox and check it

   

Enable Action Options: Set up your Action Links

Let's discuss what all of these options are that get enabled after you turn on Enable Action

 

Alternate Form Submit Text

 

This is what shows up as the text on the button that submits the Action Link form. The default text is "Submit Form" - if you would like it to say something else, you can change it here.
 

Action Link Text

This is the name of the link that your collaborators will see on your Plan under Action Links - this is what they will click on to access the Action Link form. If you do not set anything, the name of that link will be the name of the form.

Instructions for your client

This is the description text that will appear when your collaborators open the Action Link - add instructions here on what you would like them to do/how you would like them to fill out the form.

Due date relative business days

You can set a value here and a due date will be assigned to the task created from the Action Link form that many business days after the date the task is created.

Example: if you set a value of 3, and today is January 1, and it is a Monday, the due date will be January 4.

Setting a value of 0 will make the task be due the same day as it is created

Linked Agent

If you are using AI Agents, this is where you can link your desired AI Agent

Invite Collaborator and assign task using first Email field

You will need to have an email field in your form for this to work.

If you check this box, it will invite any email you add to the email field as a collaborator and create a task with the task name being that email you entered

Initial Task Status

Select your desired task status that you would like your task to be created in. If you do not select anything, the default status is 'Not Started'

 

Add Action Links on your Project Plan Page

Navigate to the Plan tab on the Project(s) you wish to add Action Links

1. Click the Action Links option in the menu on the top right of your Plan
2. Select the form you wish to add to your Plan as an action link
   1. Note: the only options that will show up here will be forms that you have checked that Enable Actions option, so if you do not see your desired form, navigate back to Settings > Forms and enable that checkbox on the form you wish to see. You may need to reload the Plan after that selection is made.
3. You will notice a new area will appear on the right hand side of your plan titled "Action Links" and your selected form will be in there as an option to click on
4. You will notice that when you add your Action Link to the Plan, a new Group is created at the bottom named what you have set inside of Settings > Forms under Action Link Text
   1. this is the group that all of the tasks created by completing the form will go into
   2. The name of the group as well as the name of the tasks that get created will match the Form name that is being used for the Action Link
5. If your collaborators have plan access, they will now be able to click on this button and start creating new tasks inside of your plan
6. You can create as many Action Links as you like, each one will generate tasks inside of their designated groups to keep the plan organized
7. You will then be able to do whatever you like once these tasks start getting generated
   1. You can use this process to:
      1. Kick off different stages in your projects
      2. Have your clients request more services
      3. Have your clients ask questions/be more hands on with the work flow
      4. Organize your projects and have your account users/project managers kick off workflows as needed if your Plans are more fluid

Collaborators Using Action Links

Once everything is set up, your collaborators can now begin creating Tasks using the Action Links.

If you have multiple collaborators submitting Action Link forms, you will see who the request was created by in the task modal in the completed form area - there will be info 'Completed by:'

Once the form is filled out and submitted and the task is created, the assignee will immediately get a notification that there is a task assigned to them. In most cases, it is recommended that the assignee is the project manager on the project so there is no lag in receiving the task and what happens next.

Once the Project Manager is notified, they can then figure out how to proceed. Depending on how you are using the forms/tasks generated by your collaborators, a custom workflow will result with next steps. Everyone will have a different way of handling these incoming tasks, so there is no recommended best practices here, it is how you choose to organize your plan with these tasks.

Add Action Links to Content Pages

If you navigate to Settings > Forms you can create Action Links from any form you create. You are able to use these action links inside of the plan tab to allow your collaborators to create tasks. You can also add these Action Links to your Content Pages.

If you have at least one form with Enable Action checked as in the screenshot below, you are able to add these to your Content pages.

 

Information you will need to create an Action Link inside of a custom page:

1. Exact name of your form including spaces, punctuation, capitalization
2. Enable Action checked on that form

3. Code Used:

   {{ActionLink:My Form}}

   Please read below to understand how to use this properly.

Which custom pages you can use Action Links:

• Any content page created on any Project using the + Add Content Page button

  

• Any global page you can create in Settings > Content Pages
  
   

  

 

Setting up Action Links in either of these pages is done the same way.

1. Make sure you are in edit mode of the content page

2. Go to Code View by pressing the button

   

3. Paste in the code

   {{ActionLink:My Form}}

   Where "My Form" is the name of your form as discussed above will all spaces, capitalization, punctuation etc. It is recommended to copy/paste the name as it appears in the title of your form

   

4. Exit code view by pressing the Code View button again and Save Changes on your page.

   

5. You will now see that it is an Action Link and you can test it by pressing it. If done correctly, you should see a modal with your form appear.