How to Use the Actions Tab in Issues

The Actions Tab on an Issue Page contains all Actions you or others in your organization added to the Issue. This tab serves as a primary resource to plan what activities you and your team need to do on the Issue next, or to assess what activities you’ve already done.

Searching for Actions on the Actions Tab

You can search for Actions by date, type, or summary content:

• Search by Date: By default, you will see all upcoming Actions. To see previous actions, you can select a start and end date on the calendar view at the left. 
• Search by Type: If you’d like to locate an Action by its type or find a set of Actions of a particular type, you can use the multi-select list of Types just beneath the calendar. 
• Search by Summary: If you are looking for an Action based on the text it contains in the summary, you can use the Search box at the top of the calendar or list, depending on which view you are in.

Viewing and Editing Actions on the Actions Tab

To select an Action, simply click anywhere on the Action. To edit an Action, hover over the Action you’d like to edit and click the pencil icon on the right. Once you’ve made your desired changes, hit Save.

Note: We are constantly rolling out updates and making improvements in the platform. Please help us keep the Help Center up to date by reporting any information that may need some updating at support@fiscalnote.com.