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View Actions

Summary

This article explains where to find Actions in BuilderPal and how to open them. Actions can be viewed from your Inbox, To Do list, project Actions, or the Schedule, depending on how you prefer to work.

Prerequisites

  • Access to at least one BuilderPal project
  • You are assigned to, or a participant in, one or more Actions

Steps

1. View Actions from your Inbox

The Inbox is the main entry point for viewing Actions.

Your Inbox shows:

  • Actions assigned to you
  • Actions you’re a participant in
  • Updates like comments, schedule changes, and status changes

Click any Inbox item to open the full Action and view its details, conversation, and attachments.

2. View Actions from your To Do list

The To Do list shows all Actions you’re assigned to or participating in across all projects.

From the To Do list, you can:

  • See all your open Actions in one place
  • Switch to a schedule-style view for date-based Actions
  • Click any Action to open it

This view is useful when you want to focus on your work without jumping between projects.

3. View Actions inside a project

Each project has an Actions view that shows all Actions within that project you have access to.

Use this view when you want to:

  • See everything happening on a specific job
  • Open Actions by type, status, or context within the project

Click an Action to open it and review details, participants, and conversation history.

4. View Actions from the Schedule

Date-based Actions, such as Scheduled Work or Punch Lists with due dates, appear on the Schedule.

From the Schedule, you can:

  • See upcoming and in-progress work
  • Click any scheduled item to open the related Action

This is helpful for planning work over time and understanding what’s coming up.

Confirmation

You’ll know it worked when the Action opens and you can see its title, status, assignee, requirements, and conversation in a single view.

Tips

  • If you’re responding to updates, start in the Inbox
  • If you’re planning your workload, use the To Do list or Schedule
  • If you’re reviewing a specific job, open Actions from the project view
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