Action lists in detail: what each list holds, columns, sorting, filters and search

This page is a lookup for the lists of actions in the Action Manager: which actions each list holds, what fills each column, and how sorting, filters and search work. For an overview of the tabs and buttons, see The Action Manager index: tabs, columns, filters and buttons.

Which actions each list holds

List	What it holds
All Actions tab	Every action in your company’s Action Manager, in every status, whoever created or holds it. Actions linked to a document or another module are included.
My Actions tab	Every action you created and every action where you are the Responsible, in every status, closed actions included. When you forward an action you did not create, the new person becomes the Responsible, so the action leaves your My Actions list.
A plan page	The actions added to that plan; see Plans in detail: rules, rights and what changes them.
All Plans tab	Every plan in your company.
My plans tab	The plans you created.
The Actions list on a document	The actions linked to that document; see “The Actions list on a document” below.
Actions awaiting your input on the dashboard	Every Action Manager action that is not Closed and that you hold now, including actions you created and saved as a draft (status New). The Sent From column shows the name of the action’s creator. See Action statuses, who holds an action, and e-mails.

The Action Manager opens on All Actions, or on the tab you last used, as long as the browser tab stays open.

Columns in the action lists

The action lists on All Actions, My Actions and every plan page use the same columns. Tagging fields are set up by your company, so they differ from company to company. A person who has been deactivated is shown with “ [Deactivated]” after the name.

Column	What fills it	Filter type
Id	The action’s number, given when the action is first saved.	Number; matches IDs that contain the digits you type.
Action title	The action’s Title:.	Text; matches titles that contain what you type, upper and lower case alike.
Creator	The person who created the action. For a copy, the person who made the copy.	Choose one or more people.
Responsible	The person chosen under Responsible. After a forward, the person the action was forwarded to.	Choose one or more people.
Current editor	The person who holds the action now: the creator while the status is New; after that, the person who is to act next. Empty when the action is Closed. While a due-date change waits for approval, the action’s creator holds it.	Choose one or more people.
Created date	The date the action was first saved, with Save as draft or Send.	Date range.
Last update	See The Action Manager index: tabs, columns, filters and buttons.	Date range.
Closed date	The date the action was closed. Empty until then.	Date range.
Due date	The action’s Due date.	Date range.
Status	New, In progress or Closed, with a coloured dot: green when the action is Closed, red when it is not closed and its due date is before today, yellow otherwise.	Choose one or more statuses.
Accepted	“Yes” once the Responsible has clicked Accept, and at once for an action whose creator chose themselves as Responsible; otherwise “No”. It goes back to “No” when such a self-assigned action is forwarded to someone else.	Choose “Yes”, “No” or both.
Plan(s)	The names of the plans the action belongs to. On a plan page, that plan itself is left out.	Choose one or more plans.
Module name	For an action linked to a document: the name of the document’s module. For an action linked to a risk element, an equipment item, a person in Competency or a data sheet: the name of that module. Empty for an action that is not linked.	Choose one or more modules.
Source name	The name of the linked item: the document’s name (“Unnamed Document” when it has none), the risk analysis and risk area of a risk element, the Internal id/name of an equipment item, the person’s first and last name, or the data sheet’s name. Click it to open the item in a new browser tab.	Text; matches names that contain what you type.
Checklist status	Ticked tasks / all tasks, for example 3 / 7. Sub-tasks count as tasks, at every level.	Cannot be filtered.
Tagging fields, for example Country or Project	The values chosen in that tagging field, separated by commas.	Choose one or more values.

A user who has never chosen columns sees Id, Action title, Creator, Responsible, Current editor, Created date, Last update, Closed date, Due date, Status, Accepted, Plan(s), Module name, Source name and Checklist status. Tagging fields are shown only after you choose them with Select columns.

Choosing, moving and sorting columns

What you do	What happens
Tick or untick columns in Select columns	The list shows the ticked columns. Your choice is saved for you and applies to All Actions, My Actions and every plan page.
Drag a column heading (tooltip “Drag’n’drop”)	Moves the column. The new order is saved for you and applies to the same lists.
Click a column heading	The first click sorts the column in ascending order: A to Z, lowest number first or oldest date first. Click again to reverse. The sort is saved for you and applies to the same lists. Empty values come first when sorting A to Z and last when sorting Z to A.
Sort by Status	Sorts by the status name in your language.
Sort by Checklist status	Sorts by the number of tasks in the checklist, not by how many are ticked.
Click the arrow at the end of a row	Shown when there are columns you have not chosen. Opens a panel under the row with that action’s values in those columns.

If a tagging field is removed from the Action Manager, it disappears from your columns, and if you sorted by it, the list is sorted by Action title instead.

Each list shows 10 actions per page unless you choose another number. The page, the number of rows and the search text are remembered for each list as long as the browser tab stays open.

Filters

Click Filter, choose a column, and enter or choose a value. The filter is applied when you choose a value, press Enter in a text box, or choose a date.

Rule	What it means
Several values in one filter	The list shows actions that match any of the chosen values.
Filters on several columns	The list shows actions that match all the filters.
Date filters	From and To both include the day itself; either can be left empty.
Where filters are kept	Each list has its own filters: All Actions, My Actions and each plan page. They are saved for you and stay until you remove them, also after you log out.
Removing a filter	Active filters are listed under Applied Filters; click the cross next to one to remove it.

Search

Type in the search box and press Enter or click the magnifying glass. Search works together with the active filters. It finds actions where one of these contains the text, upper and lower case alike: Action title, the name of the creator, the responsible or the current editor, a plan name, the status name, the module name, the source name, the Id, or a value in a tagging field. If you type a whole date, for example 16/06/2026, it also finds actions whose created date, last update, closed date or due date is that day. The cross in the search box clears the search.

Plan lists

Column on All Plans and My plans	What fills it
Plan title	The plan’s name. Click the row to open the plan page.
No of actions	The number of actions in the plan, in every status.
Creator	The person who created the plan. Shown on All Plans.
Created date	The date the plan was created.
Updated at	The last time the plan was renamed or an action was added to it or removed from it.

Search in a plan list finds plans by title, by the creator’s name, or by a whole created or updated date. Select columns, Filter and sorting work as in the action lists, and are saved separately for All Plans and My plans.

The Actions list on a document

The Actions list on a document always shows the same columns: Id, Action title, Creator, Responsible, Current editor, Created date, Last update, Closed date, Due date, Status and Accepted. The most recently created action comes first, 10 per page. There is no column choice, sorting, filter or search there. Click a row to open the action. Who sees the buttons on that list is described in Actions linked to documents and other modules.