Actions Activity
Fast-moving marketing teams like yours have to constantly coordinate on key projects. Odds are you use a work management app like Asana, Trello, or Jira to plan out all the details: Who’s doing what and by when? How is your progress coming along? What resources do we need to share?
Conductor Actions can help.
What are Actions in Conductor?
The insights you uncover in Conductor often evolve into work projects that you eventually track with these task management apps. With Conductor Actions, you can create trackable tasks and actionable items in your work management app directly from Conductor—so you can make sure everything gets done with clear accountability and no tasks falling through the cracks.
You can keep an eye on the follow-ups and takeaways from your research in Conductor with the Actions activity. Here, you can manage your Conductor Actions and monitor and review your Marketplace requests from a single activity in Conductor.
What is the Actions Panel?
Conductor's Actions Panel gives you the most relevant tools to take action on your efforts wherever you are in the platform. Create briefs, notes, or other Conductor Actions to send through to your work management app of choice.
To open the Actions Panel, simply click the Actions icon in the bottom-right corner anywhere in Conductor.
The Action Panel appears and is maintained when you navigate to other reports and features in Conductor. At the top you can create Actions, and below that you can see recently-created Actions.
For full directions for creating and sharing Conductor Actions, refer to the Creating and Sharing Conductor Actions.
Where to find it
Click here ↗️ or click Actions in Conductor's navigation.
Overview
Review your Action or Marketplace request
In the table, you can see:
- The Status of each Action or Marketplace request.
- The location to which an Action was shared or the workspace in which a Marketplace request was published.
- The user or organization that last updated the Action or Marketplace request and the date of the most recent update.
Take action on your Actions
Click the name of an Action or Marketplace request to open the Actions Panel. From the Panel, you can:
- View details about the Action or Marketplace request.
- If a draft Action, continue to add or edit information in the Action.
- Download a completed Action.
- Jump to a competed Action or Marketplace request.
Refer to the Creating and Sharing Conductor Actions article to learn more.
Jump to a completed Action or Marketplace request
You can follow-up on completed Actions and Marketplace requests by jumping to their destinations. Just click the button that appears:
- In the table.
- In the Actions Panel.
Note
You can open Actions in only applications where you have an authenticated account.
Using Actions
Refer to the Creating and Sharing Conductor Actions article to learn more about configuring and using Actions.
FAQs
Can I mark Conductor Actions as completed in Conductor?
No. Currently, Conductor Actions integrations are one-way—meaning Conductor pushes Actions data to your work management app, but does not receive Actions data back from your app.
Can I send Actions to an already-created task in my integrated task management app?
No. Creating an Action in Conductor creates a new task in your task management app, regardless of the app.
Why do I get an error when I try to share an Action?
There are some possible causes of errors when sharing Conductor Actions. While these causes are similar across the platforms you can integrate, note that the specific error you get is likely dependent on the app you have integrated with Conductor Actions.
Access or Permission Issues
Your work management app's admin can resolve errors caused by access or permission issues by updating your user or project settings. Possible causes include the following scenarios:
- User Permissions. You do not have the permissions to create issues in the destination app you selected. For example, you might be a “read-only” user in your work management app.
- Free and Trial Accounts. The integrated work management app is part of a free, trial, or otherwise limited account, the features available in the app may restrict your ability to share Actions from Conductor. For example, free Asana accounts do not include full access to Asana's API, which Conductor uses to create the integration between the platforms. As a result, you cannot share tasks you create in Conductor to Asana if you use a free account.If you are sure your organization uses a paid account or an account with full access to its tools but still cannot share Actions from Conductor, Check to ensure you integrated the app using the correct account and with the correct login credentials.
- Required Field Configuration. The destination app you selected has required fields for creating new issues that are unsupported in the Conductor platform. At this time the only supported fields for sharing are the ones you see in the dropdown menu that appears in Conductor when you are selecting the destination for an Action.
System Issues
These errors are uncommon with Conductor Actions, and usually occur as a result of outages reported by your integrated work management tool or network errors.
Please contact Conductor for more information or if you need further help troubleshooting an issue with sharing your Actions.