This article provides basic work instructions for the Action module in Relatics 5, including how to create and update actions, link them to relevant objects, and retrieve and manage associated elements such as status, deadlines, and responsible persons.
Introduction
In this module, you can manage all project-related actions. While actions often originate from meetings and emails, Relatics allows you to register, assign, and track them in a structured and transparent way.
Objective
The goal is to ensure full traceability and follow-up of all project actions. In many projects, actions are only discussed verbally or written down in personal notes or emails. Over time, this can lead to miscommunication, duplication, or forgotten tasks. Imagine trying to find out who was responsible for an action agreed upon two years ago—without a central system, that’s nearly impossible.
Solution
Relatics reduces this problem—provided it is used correctly and consistently. By recording actions in this module, you create a shared overview of responsibilities, deadlines, and progress, helping your team stay aligned and accountable throughout the project.
Need help getting started?
In addition to this article, we’re happy to offer further support in using the Action module. We can also provide a Relatics training tailored to your project or team. Simply leave your phone number in the ‘Get in Touch’ form below, and we’ll contact you shortly.
