1. On the Records page, click the link for the record type to open, such as Students, Faculty/Staff, Individuals, or Organizations
  2. Open the appropriate record 
  3. Select the Actions tab 
  4. Click New Action on the action bar 
  5. On the Action tab, you must select the Action type and enter a Start date. Other available fields include End date, Priority, Location, Action status, and Set reminder to. 
  6. You can select the Attributes/Notes tab to further define the action 
  7. Click Save and Close on the action bar
To learn more about Actions, access the Help File for Actions by selecting the Actions tab of a record, and then press F1 on your keyboard.