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Creating an Action

Actions can be created one of two ways.

Connecting two stages

If your action is intended to transition a task from one stage to another, you can connect the two stages visually in the Flow Builder:

  1. Click down on the connection icon from the stage you want to transition from.
  2. Release your mouse cursor over the stage you want to transition to.

Creating an action manually

Alternatively, you can add a new action by clicking the “New Action” button at the top of the Flow Builder.

When creating a new action you can specify

  • a unique name for the action in your workflow.
  • an optional color, which will be used as the button background color for your action.
  • a series of steps to perform when the action is taken.
  • (optional) where to navigate after the action is performed.