The Actions section in Ezekia is a powerful yet often under-utilised feature that helps streamline task creation within projects.
Unlike standard fields, the Actions tab doesn’t store data itself. Instead, it allows you to define automated tasks that are added to person records when those people are added to a project - but only from the point the Action is created onward.
How to Add an Action
- Open a Project (Assignment, Opportunity or List).
- Navigate to the Actions tab.
- Click the + (plus icon) at the bottom to create a new Action. You’ll have two options:
- ‘Due In’ - creates a one-off task, due a set number of days after the person is added.
- ‘Every’ - creates a recurring task on a regular schedule (e.g. every 90 days).
- Set the Days, the Tag, the Task Label/Title, the Person it should be assigned to, and then click Save.
Once added, any new person added to the project will automatically receive the task you define. It does not apply actions retrospectively to people already in the project.
Example Use Case: Business Development
Actions are particularly useful for managing business development (BD) workflows.
For instance:
- Use a 'Due In' action to add a one-time initial outreach task due in 7 days.
- Add a second ‘Every’ action to create a recurring check-in task every 90 days.
This ensures you maintain consistent follow-up without manually adding tasks.
Can I Report on Actions?
You cannot query directly on Actions, as they are instructions rather than data. However, you can query on Tasks, which are the actual items created by Actions - making it easy to build reports or filter based on task status and due dates.
If you need help setting up your Actions or want guidance on optimising BD lists, feel free to contact the Ezekia team.