Certified Master Anaplanner

Actions on cards

We have added the ability to run actions directly from any type of card.

To configure actions you want users to be able to run from a card, enter designer mode and click the ellipsis (...) in the top right of a card. Then select Configure actions and toggle right the desired actions in the panel that displays.

 

Configuring actions in designer mode.png

 

Any actions that you add to a card can be run by end users through the ellipsis (...) in the top-right of a card. This gives you the ability to associate actions directly with related cards.

 

Actions on a grid card.png

 

For example, you can add an import action to a grid or chart card so that users can update and see the latest view of their data.

We value your input! To leave feedback at any time, click Feedback in the navigation bar, then select Feedback.

1 Comment
Master Anaplanner/Community Boss

Great addition to the New UX experience!