Actions explained

The things a rule can do when it fires, from showing a panel to creating a task.

1 min readUpdated Today
automationsactionstasksnotificationshandoverhow it works

What actions are

An action is what a rule does when it matches. A rule can have one or more actions.

The actions available

  • Show a panel at check-in displays live weather, wind and tide to staff as they check in.

  • Create a task adds a task for a person or staff group, with a title and optional detail.

  • Send a notification alerts owners and managers in the app.

  • Add a handover note writes a note into the day's handover report so the next shift sees it.

Which actions suit which trigger

Check-in rules use the panel action. Forecast rules use create a task, send a notification, or add a handover note. The builder shows the right options for the trigger you pick.

Try Paddl free for 14 days

Compliance, training, and daily operations in one platform. No credit card required.

Start Free TrialView all features

Related Articles

Operations

Routines and Checklists

Build recurring checklists with rich field types, schedule them flexibly, assign them, and change them later.

Operations

Scheduling checks around service

The routine editor shows the quiet windows in each site's day so a check lands in a lull, not the lunch rush.

Operations

Late and missed tasks

When a task becomes overdue, when it becomes missed, what "missed in the busiest hour" means, and how to resolve one.

Operations

Closing a Site for a Period

Tell Paddl a location is shut between two dates so no tasks are created for those days, and clear any that already were.

Back to Operations