Track issues, snags, defects, and RFIs across your projects.
14 articles
Getting started with Actions
What Actions are, how they flow from open to closed, and how to find your way around the list.
Updated 8 April 2026
Filtering and sorting Actions in the table
How to use the table view to find the Actions you need and run bulk actions on several at once.
Moving Actions through the Kanban board
How to use the Kanban board to drag Actions between statuses and tailor which columns you see.
Raising a new Action
How to raise a single Action using the create form, and how to capture several in a row without closing the dialog.
Raising many Actions from a photo or PDF
How to mark up a site photo or drawing and turn each box you draw into its own Action, all in one pass.
Adding photos and documents to an Action
How to upload, view, mark up, and remove attachments on an Action so everyone working on it has the visual context they need.
Commenting on an Action
How to leave updates, attach files, and edit or delete your comments so the conversation stays with the Action.
Assigning Actions and following changes
How to hand an Action to the right employees and follow Actions you need to stay across without doing the work yourself.
Closing an Action off properly
How to move an Action through its statuses, and the close-out dialog that captures a resolution, notes, and a signature.
Reopening an Action
How to unlock a closed Action when something changes, and what happens to the close-out details when you do.
Linking an Action to other records
How to connect an Action to Variations, Invoices, Purchase Orders, and other records across Project Commander so the full picture stays together.
Tracking what's happened on an Action
How to use the Activity tab to see who changed what and when, and how live updates keep your screen in sync with the rest of the team.
Action types and priorities
How your company's Action types are set up, how the four priority levels work, and how to use them to cut through a long list.
Settings and permissions for Actions
Who can do what on Actions, and where to find the settings pages that configure types and Kanban columns.
