How to Create an Action

Actions can be created from any RealTime CEO screen.

1. Click the +3W button (top right-hand corner of the screen).
2. Enter the action description under What.
3. Enter Who is responsible for the action.
4. Select a due date from the calendar under When.
5. Click Done or Create another.

The action will be added to the 3W screen.  On this screen you can:

• Change the order of tasks by clicking the header names/arrows.
• Mark them Complete.
• Show only outstanding actions, or all actions (included Completed) by ticking the Show Completed Actions checkbox.