My Actions Dashboard Card

The My Actions dashboard card allows users to personalize which actions or workflows they would like quick access to. Once the actions have been added to the My Actions card, they are quickly and easily accessible from the user's personalized dashboard.

Initially, the My Actions card will be empty, as shown below.

Add Actions to the My Actions Card

The actions available to add to the My Actions card include:

• Create an Individual
  This action is available for Association clients.
• Create a Customer/Family
  This action is available for YMCA and JCC clients.
• Create a Company
• Create a Committee
• Create a Subgroup
• Create Contact Tracking
• Create an Order
• Open Opportunity Plan Assignments
• Manage Opportunity Owners
• Create a Batch
• Manage Receipts
• Pay Balances
• Create a Meeting
• Create an Exhibit Product
• Create a Miscellaneous Product
• Create a Membership
• Create an Inventoried Product
• Create a Donation
• Create a Package
• Create a Digital Product
• Create a Subscription
• Create a Gift Code
• Create a Certification Product
• Create a Transcript Product
• Create an Umbrella Product

To add actions to the My Actions card:

1. From the My Actions card, select the gear icon in the upper right of the card and select Edit Data.
   
2. The Edit My Favorite Actions screen displays. From this screen, select the + Add Actions link in the upper right corner, as shown below.
   
3. From the Select My Favorite Actions screen, select the checkboxes next to the actions you wish to add to the My Actions card, then select Save.
   
4. The Edit My Favorite Actions screen displays again with the added actions. You can reorder how the actions will display in the My Actions card using the up and down arrows on the left of the grid.
   
5. Once you are satisfied with the actions and order of actions, click Save.
   The My Actions card displays on the dashboard with your selected actions, as shown below.