From the xCenta Dashboard, click on 'Actions'.



A new page will appear. Click on 'Create New Action'.



A pop up will appear. 


Fill out the relevant information. If you would like to assign an individual action for each assigned user, tick the highlighted box. Select which users you would like to assign the action to. When complete, click on 'Next'.






A new pop up will appear. You can choose to 'Add Note' you can also and Attachments, then click on 'Complete'. The action will be assigned to the relevant users.