In This Article

Overview

Accessing My Actions

Adding a New Action

Completing an Action

Editing an Action

Understanding Action Sources

Recommendations

Overview

My Actions is a convenient slide-out dialogue box that helps you manage and track all your personal action items in WiredUp. It provides a centralized view of your tasks to help you prioritize your work effectively. Actions are automatically categorized into three groups: Overdue (past the end date and incomplete), Upcoming (due within 7 days), and Later (due within 14 days).

Accessing My Actions


  1. Locate the My Actions icon on the top right of your screen
  2. Click the icon to open the My Actions slide-out dialogue box
  3. Your actions will be displayed, grouped by category (Overdue, Upcoming, Later)

Adding a New Action


  1. In the My Actions dialogue box, click the +Add button
  2. Type in the action details
  3. Once completed, click "Enter" on your keyboard and the action will be added to the Upcoming actions section

Completing an Action


  1. Locate the action in your My Actions list
  2. Select the tick box next to the action
  3. The action will be marked as complete

Editing an Action

Click on any action in your My Actions list to open the Edit Action dialogue box. Update any of the following fields:

  1. Action: Modify the name/description of the action
  2. To Date: Set or change the due date for the action
  3. Revised: Add a revised completion date if required
  4. Attachments: Attach files or folders to the action
  5. Tags: Add relevant tags for categorization and filtering
  6. Originator: the name of the user who created the action (this is automatically populated)
  7. Comments: Add comments to provide additional context or updates
  8. Priority: Check the box to mark the action as a priority
  9. Confidential: Check the box to limit access to this action by other users
  10. Click Save to save your changes

Understanding Action Sources

To help you quickly identify where each action originated and navigate back to its source, My Actions now displays source information for each action item.


What is an Action Source?

Actions in WiredUp can be created from various places within the system, such as:

  • Ideas (from Idea Workplans)
  • RARs (Review, Action, Results)
  • Meetings (from meeting action items)
  • Portfolios (from Portfolio Actions)
  • My Actions (created directly in the My Actions panel)

Understanding the source of an action provides important context, especially when multiple actions have similar titles.


Viewing Action Sources in the My Actions Panel

Each action in the My Actions panel displays a source icon to the left of the action name, indicating where the action originated (Idea, Portfolio, Meeting, RAR, or My Actions).

To view the source:

  • Hover your mouse over the source icon to see a tooltip displaying the source details

To navigate to the source:

  • Click on the source icon to open the originating record (Idea, Portfolio, Meeting, or RAR) in a new tab
  • This allows you to view the full context of where the action was created

To edit an action:

  • Click on the action name itself to open the Edit Action dialog

Viewing Source Information in the Edit Action Dialog

When you open an action to edit it, you'll see a Source field that displays:

  • An info icon ("i") displaying more information about how the source of the action is displayed
  • The source type (e.g., Idea, Portfolio, Meeting, RAR)
  • The source name with enough context to distinguish actions with similar names 
  • A clickable link that allows you to navigate directly to the source in a new tab

Note: If the source record has been deleted or is no longer accessible, the system will still display a meaningful label (e.g., "Source: Removed") to indicate that the action had a source that is no longer available.

Benefits of Action Sources

  • Better Context: Quickly understand what each action relates to without opening it
  • Improved Navigation: Jump directly to the source to see related information and dependencies
  • Easier Prioritization: Make informed decisions about which actions to tackle first based on their origin
  • Reduced Confusion: Distinguish between actions with similar titles by viewing their source

Recommendations

  • Regularly check your My Actions to stay on top of your tasks
  • Use the priority flag to highlight your most important actions
  • Add comments to actions to track progress and updates
  • Explore the [Outstanding Actions Report] for a more detailed view of all actions across your organization
  • Set up email notifications (if available) to receive reminders about upcoming and overdue actions