---
title: "Actions Browser"
canonical: "https://knowledgebase.leasectrl.com/space/LC2/1751187651/Actions%20Browser"
format: markdown
---
# Actions

The actions browser contains all actions available between Tenure/Agreements and Group Reporting. Any future action related items will also belong within this page too, be it a contact action or native title etc. It is where you can manage most of your upcoming actions and week to week/month to month related tasks.

# Add Actions (Tenures)


### Adding a New Action for Tenures

Navigate to the **Actions** section.

Click the **New** button to create a new action.

Enter data for all the required fields (Got an asterisk next to it).

Enter data for the optional fields if you need to.

Click **Save** to apply your changes.

When prompted, click **Yes** to confirm and save the changes.

![image](media://b599c156-5af9-4e93-970c-e2c893229efc)

# Add Actions (Agreements)


### Adding a New Action for Agreements

Navigate to the **Actions** section.

Click the **New** button to create a new action.

Enter data for all the required fields (Got an asterisk next to it).

Enter data for the optional fields if you need to.

Click **Save** to apply your changes.

When prompted, click **Yes** to confirm and save the changes.

![image](media://6d7d92e5-7765-45bd-91b4-209d84da2b98)

# Filtering Actions


### Filtering Actions

Go to the **Actions** section.

Click the **Filter** icon to open the filter menu.

Use the **Search box** at the top to filter options by typing keywords.

By default, all options are selected.

To exclude all options, **untick the *****Select All*** checkbox.

To include all options again, **tick the *****Select All*** checkbox.

You can also manually tick or untick specific options as needed.

Once you've made your selections, click **Apply** to filter the actions list.

![image](media://a451c4f9-9e16-4ca9-94a6-b9c8367eb1ae)

# Actions Columns


### Hiding Actions Columns

Go to the **Actions** section.

Click the **Columns** button to manage which columns are displayed in the actions grid.

Untick the checkboxes next to the column names you want to hide.

For example: **Status**, **Type**, **Action Type, Due Date**.

Alternatively, click the **three dots menu** (located next to the Filter icon) for more column visibility options.

Tick or untick the checkboxes to show or hide specific actions columns.  
*Changes take effect immediately. You can always re-enable hidden columns using the same steps.*

![image](media://e6e67bc6-8378-4638-aacb-f5c2ae2d1cfe)

# Edit Actions


### Editing Actions

Go to the **Actions** section.

Click the **Settings** (gear) icon next to the actions record you want to edit.

Select **Edit** from the dropdown menu.

Make the necessary updates to any of the actions fields.

Click **Save** to apply your changes.

When prompted, click **Yes** to confirm and save the changes.

![image](media://f57ef02f-c6da-4061-be36-affe5386356a)

# Grouping Actions


### Grouping Actions by Column

Go to the **Actions** section.

Locate the **grouping bar** at the top of the grid—it says *“Drag here to set row groups.”*

Click and **drag the column header** (e.g., **Description**, **Action Type**, or **Type**) or any column you want to group into the grouping bar.

The grid will automatically group your actions by the selected column.

💡 *You can group by multiple columns by dragging more headers into the bar. To remove a group, simply click the “X” on the grouped column name.*

![image](media://f151b8b0-dc35-4c0d-ba4d-19b9f8156f16)

# Complete Actions


### Completing an Action

Go to the **Actions** section.

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

Select **Complete** from the dropdown menu.

Make the necessary updates to any of the actions fields.

Click **Save** to complete the action.

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

The completed action will now move to the relevant section (e.g., **Agreements** or **Tenures**), based on its type.  
> ✅ *Completed actions are no longer visible in the Actions list.*

![image](media://fa755e50-072e-4f79-8d05-0d6912910309)

# Actions Alerts

Setting Up an Alert

Navigate to the **Actions** section.

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

Select **Alerts** from the dropdown menu.

Click the **plus (+) icon** to add a new alert.

In the **Alert Name** field, type a name (e.g., **New Alert**).

In the **Days** field, type the number of days before the due date you'd like the alert to trigger (e.g., **30**).

Click the **timing icon** to choose when the alert should trigger.

Select either **Before** or **After** the due date (e.g., **After**).

Click **Save** to confirm your alert settings.

When prompted, click **Yes** to apply the changes.  
> 📧 *Once set, the system will automatically send a reminder email when the alert condition is met.*

![image](media://e5c4ba2b-7388-424b-8c54-6622a008d2c3)