Actions and reminders

How do I choose an action type?

Use Type of action on New Action to choose what the entry records.

Use Type of action on New Action to choose what the entry records.

Start here

Open HarvestED and go to New Action.

Steps

  1. Find Type of action.

  2. Open the selector.

  3. Choose the action type you want to record.

  4. Review the fields displayed for that type before entering the remaining details.

What happens next

The form presents the details associated with the selected action type.

If it doesn’t work

If the fields do not match your intended entry, check the selected action type.

View this article in the Help Center ↗

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