How to Edit Actions

How to Edit Actions

Actions can be created from either Huddle results or Surveys, and while the editing steps are the same, the details you'll see may vary slightly depending on where the action came from.

How to Edit an Action

  1. Tap the Actions button in the top right corner of either your Huddle dashboard or Survey's results
  2. Find the action you want to edit and click the Edit icon
  3. Make your changes, then click Save

Here's what it looks like

What You Can Edit

  1. For Huddle actions:
    1. You'll be able to update the action’s title, due date, assignee, and the Metric it's linked to
  2. For Survey actions:
    1. You'll be able to edit the title, due date, and assignee

Notifications

Once an action is edited, the assigned team member will receive an updated notification.
  1. How to track and complete actions

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