---
title: Creating an Action
description: An action is a specific project, task, or initiative, with start and end dates, assigned to specific users.
---

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3. [Actions](https://support.clearimpact.com/en/scorecard-documentation?hsLang=en#actions)

# Creating an Action

An action is a specific project, task, or initiative, created and assigned with the goal of improving a result, program, or measure. Actions are created with start and end dates, they can be assigned to team members, and their status can be updated as the action progresses.

All actions for a scorecard can be viewed in timeline format, in the scorecard’s [**Gantt Chart**](https://support.clearimpact.com/en/2023-gantt-chart?hsLang=en). 

*Note: This article discusses how to add an action directly to a result, program, or measure. Actions can also be added from within a* [***Gantt Chart***](https://support.clearimpact.com/en/2023-gantt-chart?hsLang=en)*, or from the* [***Action Manager***](https://support.clearimpact.com/en/2023-action-manager?hsLang=en)*.*

To add an action to a [result or program](https://support.clearimpact.com/en/2023-results-and-programs?hsLang=en), open the [container view](https://support.clearimpact.com/en/2023-viewing-or-editing-a-result-or-program?hsLang=en). The **Actions** section is below the list of **Measures**.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%2012-27-18%E2%80%AFPM-png.png?width=591&height=310&name=Screenshot%202025-11-07%20at%2012-27-18%E2%80%AFPM-png.png)

 

To add an action to a measure, open the [measure view](https://support.clearimpact.com/en/2023-viewing-or-editing-a-measure?hsLang=en). Below the data graph, click the **Action** icon to open the **Actions** tab.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%2012-28-04%E2%80%AFPM-png.png?width=534&height=592&name=Screenshot%202025-11-07%20at%2012-28-04%E2%80%AFPM-png.png)

 

To create an action, click **Add New Action**. (If the action you want to add has already been created, click **Add Existing Action** and choose an action from the [**Action Manager**](https://support.clearimpact.com/en/2023-action-manager?hsLang=en).)

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%2012-28-43%E2%80%AFPM-png.png?width=531&height=189&name=Screenshot%202025-11-07%20at%2012-28-43%E2%80%AFPM-png.png)

 

Fill in the action name and description, and projected start and end dates. An assignee is not required, though it’s recommended to assign the action in order to track accountability.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%2012-29-12%E2%80%AFPM-png.png?width=417&height=460&name=Screenshot%202025-11-07%20at%2012-29-12%E2%80%AFPM-png.png)

 

Assigned actions will appear on the [**Dashboard**](https://support.clearimpact.com/en/2023-dashboard?hsLang=en) of both the assigner and assignee.

Email notifications are sent to the action assignee when:

- The action is created
- The action has not started by the start date
- The action is not complete by three days before the end date
- The action is completed

*Note: Action notifications can be enabled or disabled in the* [***Preferences***](https://support.clearimpact.com/en/2023-preferences?hsLang=en)*.*

Once created, the action is listed along with its status and progress. The **Delete** icon to the right can be used to delete the action. **Use caution when deleting an action** - this is permanent and cannot be undone.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%2012-29-43%E2%80%AFPM-png.png?width=530&height=175&name=Screenshot%202025-11-07%20at%2012-29-43%E2%80%AFPM-png.png)

 

To edit or update an action, click its name.

When editing an action, the icons across the top can be used to **Edit** the action name or add [tags](https://support.clearimpact.com/en/2023-tags?hsLang=en), **Export** to PDF or Word format, or **Add** the action to a container or measure.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%2012-30-07%E2%80%AFPM-png.png?width=542&height=119&name=Screenshot%202025-11-07%20at%2012-30-07%E2%80%AFPM-png.png)

 

The **Action Details** section has its own **Edit** button, which you can use to change action description, status (on track, behind or ahead of schedule, etc.), assigner / assignee, start and end dates, and percent completion.  After saving changes, the assignee will be notified by email.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%2012-30-30%E2%80%AFPM-png.png?width=584&height=163&name=Screenshot%202025-11-07%20at%2012-30-30%E2%80%AFPM-png.png)

 

Below **Action Details** are several additional sections. Note that changes in these sections are saved automatically.

**Status Update:** Those working on the action can click **Add Action Status** to let the team know of any updates issues. An action can have unlimited status updates. Each status update can be edited or deleted.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%2012-30-48%E2%80%AFPM-png.png?width=533&height=223&name=Screenshot%202025-11-07%20at%2012-30-48%E2%80%AFPM-png.png)

 

**To Do:** List the specific tasks required to complete the action, with assignees and due dates. In addition to actions, to do’s also appear on each assignee’s [**Dashboard**](https://support.clearimpact.com/en/2023-dashboard?hsLang=en).

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%2012-31-12%E2%80%AFPM-png.png?width=562&height=294&name=Screenshot%202025-11-07%20at%2012-31-12%E2%80%AFPM-png.png)

 

Clicking the check-mark icon of a to-do marks it as complete.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%2012-31-36%E2%80%AFPM-png.png?width=579&height=281&name=Screenshot%202025-11-07%20at%2012-31-36%E2%80%AFPM-png.png)

 

By default, completed to-dos are removed from the list. Clicking **Show Completed** brings back all to-do’s.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%2012-31-57%E2%80%AFPM-png.png?width=561&height=230&name=Screenshot%202025-11-07%20at%2012-31-57%E2%80%AFPM-png.png)

 

If needed, clicking the check mark of a completed to-do reverses its completion status. To show only incomplete to-dos, click **Hide Completed**.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%2012-32-17%E2%80%AFPM-png.png?width=587&height=318&name=Screenshot%202025-11-07%20at%2012-32-17%E2%80%AFPM-png.png)

 

**File Attachments:** Click **Upload File** to upload any action-relevant documents or other files. Or click **Add Existing File** to add any [file already uploaded](https://support.clearimpact.com/en/2023-files?hsLang=en) to your account. When attaching a file, you also have the option to make the file viewable when the container or measure is embedded XREF on a website.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%2012-32-41%E2%80%AFPM-png.png?width=554&height=178&name=Screenshot%202025-11-07%20at%2012-32-41%E2%80%AFPM-png.png)

 

**Action Custom Fields:** Click **Add Custom Field** to create action-specific fields that can be used to better align Scorecard with your project. These fields will appear after the action is saved.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%2012-33-04%E2%80%AFPM-png.png?width=505&height=232&name=Screenshot%202025-11-07%20at%2012-33-04%E2%80%AFPM-png.png)

*Note: Users with admin permission can configure [action custom fields](https://support.clearimpact.com/en/2023-action-custom-fields?hsLang=en) that will appear by default for all actions.*

**Relationships:** This section lists all containers and / or measures to which the action has been added. You can also add the action to an existing container or measure.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-07%20at%2012-33-26%E2%80%AFPM-png.png?width=609&height=177&name=Screenshot%202025-11-07%20at%2012-33-26%E2%80%AFPM-png.png)

 

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