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Getting Started with Actions

All About Lists

Lists are the main organization tool in Actions, helping you categorize and group the Action Cards that are similar in project, duration, and more. With proper utilization of Lists, you’ll create your own comprehensive version of the work you’re doing.

In short, Lists are like tags – when one or more tasks are relevant to, for example, “Vacation” or “School,” you’ll add an Action Card to those Lists. Actions will then show you your tasks in the Lists screen, as well as a color-coded Action Card in the Schedule and Logbook sections.

Creating a List

To create a List:

  1. Tap the icon at the bottom of the screen
  2. Tap or click the rectangle containing
  3. Type in the name of the List
  4. Choose a color for the List

Actions for iPad and Web display Lists by default

Once you have created multiple Lists, it’s important to remember that the creation card is always to the right of the last List you created.

Adding Action Cards to Lists

From any of Actions’ main screens – Logbook, Schedule, or Lists – you have an easy way to add Action Cards to a particular List.

  • In Logbook and Schedule, tap the icon, type in a title, and tap “Choose List” below the Action Card. Select the relevant List and tap the button icon add complete icon to save the Action Card.
  • In Lists, open the appropriate List. Tap the blank Action Card – found at the bottom of the List – and type in the Action Card’s title.

On iOS and Web, Action Cards can also be assigned to Lists by dragging them from Schedule to Lists.

Note: At this time, drag and drop functionality between Lists, Schedule, or Logbook is exclusive to the iOS and Web versions.

Moving Action Cards from Lists to Schedule

By default, Action Cards created in the Lists panel are not given an assigned due date. As such, these tasks can be moved from Lists to Schedule while still retaining their categorization under the List. This is done by:

  1. Tapping and holding on an Action Card until a shadow appears beneath the card
  2. Dragging the card to the bottom of the screen
  3. Tapping the icon at the bottom of the screen with a separate finger
  4. Dropping the Card on the relevant day

On iPad and Web, you can drag the task from List to Schedule without the need to tap on the Schedule icon.

You can also tap an Action Card in the List panel to change its Schedule date. To read more about Action Cards, check out Creating Action Cards.

Moving Cards from List to List

Action Cards can also be moved from List to List following similar steps found in the above section. After you tap and hold on a Card and drag it to the bottom of the screen, will appear; to move the Card, swipe to another List and remove your finger from the screen to drop it.

On Web, you can simply click and drag a task from one List to another.

Editing Lists

The Lists you create today may not be the Lists that stay tomorrow. For the instances when you need to make a change to a List, you have multiple options.

To change the color of a List:

  1. Tap or click the appropriate List
  2. Tap or click the icon
  3. Select your desired color

To edit the title of a List:

  1. Tap or click the appropriate List
  2. Tap or click the current title of your List
  3. Type in the new name and tap or click anywhere on the screen to save

To delete a List:

  1. Tap and hold on the appropriate List
  2. Drag the card to the trash can icon and release

To rearrange your Lists (iOS and Android):

  1. Tap and hold on a List
  2. When a shadow appears below the List, drag it to the desired spot in the order