video1.0<iframe src="https://www.loom.com/embed/ef4f9f10974643adab062bbe19c0ac09" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/ef4f9f10974643adab062bbe19c0ac09-d6124aec2c52ef68.gif170.88This Loom explains how to create and manage actions on the mobile during a visit. Actions appear in a yellow box and also can be viewed by tapping the running man; they stay on screen until completed and show in service reports and the portal for reporting and tracking overdue items. The creator demonstrates adding a new action by clicking plus, selecting an action type, setting priority to medium, leaving status open, and setting a customer completion due date. They also cover assigning responsibility, marking whether it is a client action and whether it has been de-prioritized, adding details via speech or typing, and attaching photos linked to a site asset or bait box.