Unlinked Internal Actions
Unlinked Internal Actions Allow you to assign tasks with due dates that are not linked to any specific account element (COs, Audits, Etc.) to users and teams in your account.
To create an Unlinked Internal Action, go to the Internal Actions Page and click the Add Internal Action button.
Give your action a title, select a responsible party and due date, and add instructions. If you would like your internal action to repeat:
- Check the Repeat box
- Set the frequency of repetitions
- (Optional) Select a date on which the action should stop repeating
Once you have entered all of the relevant information, click save to create your internal action. This will send a notification to the responsible party.
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