How to share one action in multiple documents. Related Actions.

Sometimes you need to show one action in two different documents.

Share an action

1. Select the related document. When creating a new action, go to the Action Location section and select Related Action Lists, as shown below. The related document can be an action list, a standardized meeting or any other document where you can assign an action.

   

2. Share an existing action. To share an existing action, click the action’s edit icon and continue as described in step 1.

   

3. Save the action. Click Save + Close.

4. Find it in the related document. The action is shown in the Related Actions section of the related document.

   

5. Update it in either document. You can update the action either in the source document or in the related document. Both documents are updated.

• Share a main task with its subtasks

  Please note that when you share a main task, you can also include all its subtasks. In that case, you only set up the related document in the main task; you don’t need to set up each subtask individually. When you create a new sub-action, it automatically appears in the related action list.