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 
 
 Open the Action you want to edit. 
 Click the three-dot menu next to the Action title. 
 Select Edit Details . 
 Make your changes. 
 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 
 
 Open the Action. 
 Click the status button (for example, Incomplete ). 
 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 
 
 Open the Action. 
 Click the three-dot menu next to the Action title. 
 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 Archived Actions are no longer active but remain stored for reference.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 
 
 Open the Action. 
 Click the three-dot menu next to the Action title. 
 Select Delete Action . 
 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 
 
 Related Articles 
 
 Create an Action 
 Permissions & Participants in Actions 
 Action Types Explained 
 Actions Page Overview