Introduction

All About Action Cards

In Actions, tasks are assigned to Action Cards, which serve as the basis for the work you’ll do. These Action Cards can be created in a couple different ways, but all lead you to the same place: a more productive workflow.

In the Schedule Tab

In Schedule, there are two distinct ways to create an Action Card:

  • If the task will be assigned to a day in the next week, tap on the date header
  • If adding the task is primarily meant for today, tap the icon on the screen

After performing either of these actions, you’ll then be able to add a title and select its appropriate List (find out more with All About Lists). Once complete, the Action Card will be added under the assigned date.

In the List Tab

Sometimes, it’s easier to brainstorm tasks when looking at similar goals in the same category. In the List tab, you can browse through your various Lists, pick the relevant one, and dive right in.

To add a task in the List tab, follow the steps below:

  1. Tap the List icon at the bottom of the screen

    If you’re using Actions for iPad, Lists are already available without the need to tap an icon

  2. Select the appropriate List by tapping it

  3. Tap the card holding the icon (iOS) or tap the button add icon at the bottom (Android).

  4. Type in a title and tap either (iOS) or “Enter” (Android).

An Action Card will then be added to a specific list immediately — no need to assign it upon creation.

Editing Action Card Titles

To change an Action Card’s title, tap on the card and then tap on its current title. Type in the new title or edit the current one to see your change reflected.

Moving Action Cards

Action Cards have the ability to be moved around the app through drag and drop. In both iOS and Android, tap and hold on a Card to drag it between days in the Schedule view to rearrange your list.

On iOS, you can also move Action Cards to Logbook or Lists via drag and drop. Want to move more than one? Tap and hold the first Card, then continue tapping other Cards to add it to the stack.

Rescheduling, Reminders, and Repeats

For proper task scheduling, Action Cards can be rescheduled to a different date either through drag and drop or by tapping next to the icon. You can also reschedule Action Cards by swiping left to right until the clock button schedule off icon appears.

Additionally, tap into an Action Card to see reminder and repeat settings; if necessary, you can set a pre-set or custom date and time for a reminder and repeat the task across different days. This can also be done from the creation screen.

Find out more in Adding Reminders and Repeats.

Notes

Adding Notes to your Action Cards provides additional context to the assigned task. By tapping on an Action Card and tapping “Notes,” you can add text that will follow your note between times, days, and Lists.

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