Goal

Understand how and what to use Action for.

Purpose

The Action signals indicates that a needed action was identified. It highlights and draws attention to the action to help insure it is accomplished. Now you can filter on the Signal and quickly narrow in on the actions that need to be tracked.

Before you begin

  • have an existing conversation created

  • Click Signals and select the Action type

Steps

  1. Fill out the common fields as described in Lighting the Watch tower:

  2. Here is a screen shot of the custom fields for the Action