In this release, you can now:

  • Support high-quality completion of Actions with mandatory evidence 

What you’ll love about this new functionality

We understand that there are times when you may require additional information from your team members before completing their tasks. You can now require commentary, images, PDF files, or a combination of all 3 to be added to an Action for a status transition. 

Say goodbye to double-checking! This new capability will help you ensure no detail is missed with the Action once completed. 

How to get started with the new update

Visit our knowledge base article for step-by-step instructions on how to start accessing this feature.

If you need additional help, reach out to our Support Team or your dedicated Customer Success Manager and they’ll be happy to assist.

Note: you must be an organization admin or ‘data manager’ to make these changes. You can only create these mandatory requirements for actions via the web app.