Edit action

Edit an action

Only the team’s ‘Administrator’ or the owner of the action can edit it.

• Click an action to open it.
• Click a field to edit the action.
• Missing a field? Click Show all fields in the top right.
• Hover over the question mark next to a field to read the explanation.

Changes are saved automatically.

You can improve the action with the help of AI. Read more…

Delete an action

• Open the action by clicking on it.
• Click the trash icon in the top right and click ‘OK’ to confirm the deletion.

The action is completely removed. If an action is linked to multiple strategies, the action will also be removed from there.