Edit, Update, Archive, or Delete an Action

Summary

This tutorial shows how to edit an Action, update its status, archive it, or permanently delete it in BuilderPal. These tools let you make changes after an Action has been created, while keeping work and communication accurate.

Prerequisites

• You have access to an existing Action
• You have permission to make changes to the Action

Edit an Action

Use Edit Details when you need to change the Action’s title, requirements, dates, or other fields.

Steps

1. Open the Action you want to edit.
2. Click the three-dot menu next to the Action title.
3. Select Edit Details.
4. Make your changes.
5. Click SAVE in the top-right corner to apply the updates.

Changes are not saved automatically. If you exit without clicking SAVE, your changes will be lost.

Update Action Status

Updating an Action’s status helps communicate progress without changing the Action details.

Steps

1. Open the Action.
2. Click the status button (for example, Incomplete).
3. Select the new status.

The updated status is immediately visible to all participants.

Archive an Action

Archiving removes an Action from active views without deleting it.

Steps

1. Open the Action.
2. Click the three-dot menu next to the Action title.
3. Select Archive Action.

Archived Actions are no longer active but remain stored for reference.

Delete an Action

Deleting an Action permanently removes it from the project.

Steps

1. Open the Action.
2. Click the three-dot menu next to the Action title.
3. Select Delete Action.
4. In the confirmation dialog, click Confirm.

Deleted Actions cannot be recovered.

Next Steps

• Learn how to create and assign Actions
• Understand who can edit or delete Actions
• Explore Action types and when to use each

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