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Celonis Product Documentation

Action Center

Action Center overview

Action Center is an application that provides a single location where you can:

  • View your action items.

  • Create action items for yourself or other people.

  • Use comments to discuss action items with other people.

  • Give feedback, make change requests, ask questions, raise errors and make suggestions.

Tip

Creating action items and assigning them to yourself is a great way of creating a single list containing all your work tasks.

Accessing Action Center

Note

You must be logged in via SSO before you can access Action Center.

You access Action Center by:

The Action Center home page opens.

Action_Center_UI.png

Viewing action items

You view action items from the Action Center home page. You can choose how your action items display by selecting from the:

Filtering action items

You can filter action items using the filter buttons on the Action Center home page.

Action_Center_filter_buttons.png

Clicking a filter button displays the filter options that are available.

Action_Center_filter_options.png

Tip

You can also use the Search field to find specific action items.

Creating a new action

  1. On the Action Center home page, click Add new button..

    An Action form opens.

  2. Complete the Action form, making sure you include a description of your action.

    Note

    If you assign an action to someone, the action is automatically added to their Action Center and they'll receive an email notification. If you create an action item related to a specific process or document, it will be automatically assigned to the author of that process or document. You can also select options in task type and category to give feedback, make change requests, ask questions, raise errors and make suggestions.

    Action_Center_form.png
  3. Click Save action.

Adding relations to actions

You can add dependencies to other actions using relations.

Action_Center_relations.png

Commenting and tagging in actions

You can add comments to action items or reply to existing comments by opening the action item and entering text in the Comments section. You can view all comments for an action item in the History section.

Action_Center_comments.png

Tip

You can tag people using @ and then searching for them in the user names displayed. They'll get an immediate email notification. You can also mention other action items using % and then searching for the action you want to add in the search box that appears.

Email notifications

Action item is...

Immediate email notification to...

Included in next day summary email to...

Created

  • Creator.

  • Assignee.

Informed user

Updated

  • Creator.

  • Assignee

Informed user

Closed

  • Creator.

  • Assignee.

Informed user

Commented on

  • Creator.

  • Assignee.

  • Informed user.

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Deleted

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