Execute & Filter Actions in the Groove Mobile App

 

Overview

Knowing how to execute and filter actions will help you to effectively manage your actions using various filtering, sorting, and searching options available in the Actions List. These tools will help you stay organized and ensure you can quickly find what you need.

 

How to Filter & Sort Actions

 

 

Filtering Actions

 

You  can refine the list of actions using the following filters:

 

 

• Due Date: View actions due on or before a specific date.
• Type of Action: Filter actions based on their type (e.g., Email, Call, Task).
• Priority: Filter actions by the priority level assigned by the user.
• Source: Filter actions based on their origin or the context in which they were created (e.g. Flow, One-Off).

 

Sorting Actions

 

You can organize Actions in the list by the following criteria:

 

 

• Due Date: Sort actions chronologically by their due dates.
• Priority: Arrange actions based on their priority level, from highest to lowest.
• Timezone: Sort actions according to the timezone settings applicable to the action or the user.

 

Searching for Actions

 

You can jump to specific actions using the search function, which supports queries based on:

• Title: Search for actions by keywords or phrases in their titles.

• Related Person: Find actions connected to a specific person.

• Related Account: Search for actions that are associated with a particular account.

 

Types of Actions Available on Mobile

 

The mobile version of the application supports the following types of actions, providing you with flexibility and access while on the go:

• Email: Manage and send email actions directly from your mobile device.

• Call: Initiate and log calls through the mobile interface.

• Task: Create and update tasks, ensuring no action item is overlooked. [Coming Soon 2H 2024]

 

How to Execute Call Actions

 

How to Execute Call Actions

 

 

1. Tap the Phone Icon in the top right and select the desired phone number to make your call.
   
   

    

2. Select the appropriate Call Result and enter any relevant Call Notes.
   
   

3. Select the Save Icon located in the top right to log the call.

 

 

How To Execute Email Actions

1. Select Email as the Action Type.
   
   

2. Enter the Action Title,  set the Due Date, and assign a Priority to the email. You can also write a brief Description if needed.
   
   

3. Add a Subject Line and write the body of your email.
   
   

    

4. Click Send