Here, we will look into understanding how you can create a new Action and from where this can be done.
You can create a new Action from:
The Action board
Your map using the Action lane
Create from the Action board
You can directly create a new Action from the Action board just by clicking on New.
Create from your map using the Actions lane
You can create a new action from the Actions lane by clicking on Add Action at any stage of the journey:
Begin typing your Action details
Select an existing Action from the list
Use Advanced Search to find actions within the Actions library
Or, let Alex (our AI Assistant) inspire you by suggesting potential Actions
For each Action, you can link specific records to create a connection and traceability between them.