---
title: "Agreements (Actions)"
canonical: "https://knowledgebase.leasectrl.com/space/LC2/1750892656/Agreements%20(Actions)"
format: markdown
---
# Agreements (Actions)

## This guide offers a comprehensive walkthrough for managing actions within agreements, including adding, editing, and completing miscellaneous or irregular actions. Users will benefit from clear, step-by-step instructions that simplify the process of updating agreements and setting alerts, improving organization and efficiency. By following this guide, individuals can ensure all necessary actions are accurately recorded and monitored, enhancing overall agreement management.

# Add Miscellaneous Action

Miscellaneous actions are actions that are totally random either one off’s or repeating actions. These are actions that have no configuration logic applied, and cannot be saved configuration wise to be used again.

### Adding a Miscellaneous Action to an Agreement

**Navigate to the Agreements section.**

**Go to the Agreements tab.**

**Select the agreement you wish to update** (e.g., click on an agreement like **2121**).

**Switch to the Actions tab.**

**Click the New Misc. button** to add a miscellaneous action.

**Choose an Action Type** (e.g., *Annual Report*).

**Fill in the required fields:**

**Click Save** to apply the changes.

**When prompted, click Yes** to confirm.  
📝 **The new miscellaneous action is now added to the selected agreement under the Actions tab.**

![image](media://2912ee59-ff9b-496d-8233-3e20ab651333)

# Add Irregular Action

Irregular actions are actions that need logic applied to them, be it offset by certain number of days, or logic based off dates similar to the required actions of configurations. These actions are created in the configurations page, and then the below guide can be followed to add them and assign these to tenures. Irregulars are actions that occur sometimes, but may not happen all the time.

### Adding an Irregular Action to an Agreement

**Navigate to the Agreements section.**

**Go to the Agreements tab.**

**Select the agreement you wish to update** (e.g., click on an agreement like **2121**).

**Switch to the Actions tab.**

**Click the New Irregular button** to add an irregular action.

**Select the Action Type** (e.g., *Special CA Meeting*).

**Click Save** to apply the changes.

**When prompted, click Yes** to confirm.  
📝 **The irregular action has now been added to the selected agreement under the Actions tab.**

![image](media://35be9f1b-dfef-4982-8d20-d8e482c21436)

# Edit Actions


### Editing an Existing Action for an Agreement

**Navigate to the Agreements section.**

**Go to the Agreements tab.**

**Select the agreement you wish to update** (e.g., click on an agreement like **2121**).

**Switch to the Actions tab.**

**Click the Settings icon next to the action** you want to update.

**Select Edit.**

**Update the fields you wish to change** (e.g., Notes or other details).

**Click Save** to apply your changes.

**When prompted, click Yes** to confirm.  
📝 **The action has now been successfully updated and saved under the selected agreement.**

![image](media://d7461a96-47b4-4546-aa95-985923e3d7bc)

# Complete Actions


### Completing an Action for an Agreement

**Navigate to the Agreements section.**

**Go to the Agreements tab.**

**Select the agreement you wish to update** (e.g., click on an agreement like **2121**).

**Switch to the Actions tab.**

**Click the Settings icon next to the action** you want to complete.

**Select Complete.**

**Enter or update the fields**  as needed.

**Click Save** to apply your changes.

**When prompted, click Yes** to confirm.  
📝 **The action has now been marked as completed under the selected agreement.**

![image](media://12ef0f14-edff-423a-83d3-da1206e6b16b)

# Alerts Actions


### Setting Up an Alert for an Action

**Navigate to the Agreements section.**

**Go to the Agreements tab.**

**Select the agreement you wish to update** (e.g., click on an agreement like **2121**).

**Switch to the Actions tab.**

**Click the Settings icon next to the action** you want to set an alert for.

**Select Alerts.**

**Click the Add Alert icon.**

**Enter the alert message** in the first text field (e.g., type "New Alert").

**Enter the number of days before or after the action date** in the second text field (e.g., delete existing text and type "30").

**Click the dropdown icon and select "After"** (to trigger the alert after the specified days).

**Click Save** to apply the alert.

**When prompted, click Yes** to confirm.

![image](media://afeaee05-4d19-437d-88bd-08faa2babbdb)