How do I Customize Actions in the Projects app?

Updated on June 14, 2022 05:41AM by Admin

In Projects App settings, Actions allow providing access to the users who are deputed to certain privileged actions. The users are given access as well as a privilege for a specific action. They have to customize the Projects App accordingly.

Here are the steps to customize Actions in Apptivo Project App:

To Customize the Actions:

  • Log in and access the Projects App from your universal navigation menu bar.
  • Click on the More(...) icon and select Settings from the app header bar.
Project - Settings
  • Select Actions from the Security dropdown located at the left navigation menu bar.
Project - Action

Here, you can create a privilege to the action in which we want to give access to the users. Now, we’ll go through each action with privileges.

  • Apps
    • Create
    • Display
    • Home
    • Notification
    • Report
    • Save as View
    • Search/Advanced Search
    • Settings
    • Side Panel
    • Trash
    • Useful Links
    • Export
  • Object
    • Quick Actions
    • Bulk Action
    • Generate
    • Delete
    • Restore
    • Delete Forever
    • Enable
    • Create Task
  • You can disable the apps, by using the toggle. For instance, when I disable the Notification toggle, the notification button will not be available on the projects overview page.
Project - Disabled
  • You can also set the Privileges, where you can provide access to the users to perform actions.
Project - Privilege