How to use Kaizala Actions

In Microsoft Kaizala, you can make your daily work management easier and more efficient by using Kaizala Actions. Use the ready-to-use Action cards to create a survey or a poll, submit bills and invoices, create a job, share checklists, schedule a meeting, and more. You can also create your own customized Actions cards.

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Announcement

Make key announcements or share updates with all group members.

  1. Open the group or chat from which you want to send the action, and tap Attachment Image of Attachment icon .

  2. Under Actions > tap Announcement.

    (If the action you are looking for isn't there, tap Add More, and then select the action.)

  3. Enter a title and description.

  4. To add rich content, choose Add photos and more, and then choose Photo, Document, or Audio

  5. Review your announcement.

  6. Tap Send

You can also attach photos and videos in announcements. Participants interact with you using likes and comments.

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Attendance

Mark your attendance with location and photo.

  1. Open the group or chat from which you want to send the action, and tap Attachment Image of Attachment icon .

  2. Under Actions > tap Attendance.

    (If the action you are looking for isn't there, tap Add More, and then select the action.)

  3. Choose the required contact, and then choose Date and Time. Check the box to collect response with photo.

  4. Tap Send Request.

  5. To respond, choose the contact, and then choose Mark Attendance.

  6. Continue to allow access to your device location, and then choose Share your current location.

  7. Tap to open camera and take your photo.

  8. Enter Notes if you prefer, and then choose Next.

  9. Review your response, and then tap Submit.

To check everybody’s attendance, tap the card to view a detailed list from the All Responses section.

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Checklist

Create shared to-do lists and collaborate with others.

  1. Open the group or chat from which you want to send the action, and tap Attachment Image of Attachment icon .

  2. Under Actions > tap Checklist.

    (If the action you are looking for isn't there, tap Add More, and then select the action.)

  3. Choose the required contact.

  4. Enter a name for the checklist, and then enter the checklist item.

  5. Choose Add more items to enter more items.

  6. Tap Send.

Users can mark off items in the checklist as completed by clicking Update Now. To check the status of items, tap the card and check the Status section.

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Job

Assign tasks to people and track completion status.

  1. Open the group or chat from which you want to send the action, and tap Attachment Image of Attachment icon .

  2. Under Actions > tap Job.

    (If the action you are looking for isn't there, tap Add More, and then select the action.)

  3. Enter the job description, set a due date, and then choose the people to whom you want to assign the job.

  4. Choose Show results only to me, if you prefer.

  5. Tap Send Job.

If you have been assigned a job, you can update your status regularly. As job creator, you can track everyone’s job status. Tap the card to view a list of updates.

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Let's Meet

Plan and set up new meetings and invite others to join.

  1. At the bottom of the screen, tap the Chats tab to start or open a chat.

  2. Tap Kaizala Actions, and then choose Let’s Meet.

  3. Enter a meeting title, choose the date and time, and then choose the duration.

  4. Enter a location, or choose your current location, or search for a location and then choose it.

  5. Choose Responses visible only to me, if you prefer.

  6. Tap Send.

Users respond by choosing Yes, No, or Maybe.

To view a snapshot of responses, in Kaizala Actions, tap the Let’s Meet card to see a detailed list of responses.

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Photo with Location

Share a picture that includes your current location.

  1. At the bottom of the screen, tap the Chats tab to start or open a chat.

  2. Tap Kaizala Actions, and then choose Photo with Location.

  3. Take a picture of the place.

  4. Choose your exact location from the list of nearby places.

  5. When you select your location, the picture and your coordinates are sent to your contact.

Note: You cannot select an existing picture for this action.

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Quick Poll

Ask a question and get feedback.

  1. Open the group or chat from which you want to send the action, and tap Attachment Image of Attachment icon .

  2. Under Actions > tap Quick Poll.

    (If the action you are looking for isn't there, tap Add More, and then select the action.)

  3. Enter the question for the poll and a list of choices.

  4. Choose an expiration date and time. 

  5. Choose Responses visible only to me, if you prefer.

  6. Tap the send icon at the top of the screen to publish the poll to the group.

To check poll responses, tap the Quick Poll card to see a detailed list of users and their responses from the All Responses section. You can choose to export these results in a CSV file.

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Quiz

Send quizzes to your friends and your work group.

  1. Open the group or chat from which you want to send the action, and tap Attachment Image of Attachment icon .

  2. Under Actions > tap Quiz.

    (If the action you are looking for isn't there, tap Add More, and then select the action.)

  3. Enter Title and Description. Add a Cover Image, if you prefer.

  4. Choose Next, and then tap Add Question.

  5. Enter the question and the required choices. For more options, choose Add more options.

  6. Choose the box to allow the selection of more than one answer, and then tap Done.

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Request Location

Request group participants to share their location.

  1. At the bottom of the screen, tap the Discover tab.

  2. Tap Kaizala Actions, and then choose Request Location.

  3. Choose the required contact.

When group participants begin sharing, you can track their progress on a map. When the location is shared, the Request Location card is updated with the status “x of y assignees have responded.” Tap the card to view the location.

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Share Location

Share your location with people.

  1. At the bottom of the screen, tap the Discover tab.

  2. Tap Kaizala Actions, and then choose Share Location.

  3. Choose the required contact.

  4. To share a snapshot of your current location, choose Current Location.

  5. To share the location (live) for a period of time, choose Live Location.

Your location will be shared.

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Submit Bill

Submit your bills and expenses.

  1. At the bottom of the screen, tap the Discover tab.

  2. Tap Kaizala Actions, and then choose Submit Bill.

  3. Choose the required contact.

  4. Enter the invoice Amount and Merchant name, if you prefer.

  5. To attach an invoice, tap Take photo or Add from gallery.

  6. Tap the arrow.

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Survey

Ask a series of questions and get feedback.

  1. Open the group or chat from which you want to send the action, and tap Attachment Image of Attachment icon .

  2. Under Actions > tap Survey.

    (If the action you are looking for isn't there, tap Add More, and then select the action.)

  3. Enter the survey detail and description, and then tap Next.

  4. Tap Add a question, choose your question type, and then enter your questions.

  5. If required, change the default settings.

  6. Tap Send.

You can choose to make responses visible to all or even allow multiple responses from same user.

To check survey responses, tap the Survey card to see a detailed list of users and their responses from the All Responses section. You can choose to export these results in a CSV file.

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Training

Publish training materials for your team and track completion status.

  1. At the bottom of the screen, tap the Discover tab.

  2. Tap Kaizala Actions, and then choose Training.

  3. Enter the title and a description of the training, add a cover image, and then tap Next.

  4. Tap Add Content to choose the type of content you want to add.

  5. Tap Add Questions to enter a question, add options, and then tap Done.

  6. Tap Send Training.

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Announcement

  1. At the bottom of the screen, tap the Discover tab.

  2. Tap Kaizala Actions, and then choose Announcement. Tap Try this Action.

  3. Select the chat to send the announcement.

  4. Enter a title and description.

  5. To add rich content, choose Add photos and more, and then choose Photo, Document, or Audio

  6. Review your announcement.

  7. Tap Send

Participants interact with you using likes and comments.

Kaizala Announcement

Attendance

  1. At the bottom of the screen, tap the Discover tab.

  2. Tap Kaizala Actions, and then choose Attendance. Tap Try this Action.

  3. Choose the required contact and choose Date and Time. Check the box to collect response with photo.

  4. Tap Send Request.

  5. To respond, choose the chat and choose Mark Attendance.

  6. Continue to allow access to your device location, and then choose Share your current location.

  7. Tap to open camera and take your photo.

  8. Enter Notes if you prefer, and then choose Next.

  9. Review your response, and then tap Submit.

Kaizala Attendance

Kaizala Attendance

Checklist

  1. At the bottom of the screen, tap the Discover tab.

  2. Tap Kaizala Actions, and then choose Checklist. Tap Try this Action.

  3. Select the chat to share the checklist.

  4. Enter a name for the checklist and enter the checklist item.

  5. Choose Add more items to enter more items.

  6. Tap Send.

Kaizala Checklist

Job

  1. At the bottom of the screen, tap the Discover tab.

  2. Tap Kaizala Actions, and then choose Job. Tap Try this Action.

  3. Select the chat to send the job.

  4. Enter the job description, set a due date, and then choose the people to whom you want to assign the job.

  5. Select Show results only to me, if you prefer.

  6. Tap Send Job.

Kaizala Create Job

Let's Meet

  1. At the bottom of the screen, tap the Discover tab.

  2. Tap Kaizala Actions, and then choose Let’s Meet. Tap Try this Action.

  3. Select the chat to set up a meeting.

  4. Enter a meeting title, choose the date and time, and then choose the duration.

  5. Enter a location, or choose your current location, or search for a location and then choose it.

  6. Select Show results only to me, if you prefer.

  7. Tap Send to send the meeting request.

Users respond by choosing Yes, No, or Maybe.

To view a snapshot of responses, tap on Chats, tap on the chat and tap on the meeting request.

Kaizala Set-up Meeting

Photo with Location

  1. At the bottom of the screen, tap the Discover tab.

  2. Tap Kaizala Actions, and then choose Photo with Location. Tap Try this Action.

  3. Select the chat to send location with photo.

  4. Take a picture of the place and enter a caption, if needed.

  5. Choose your exact location from the list of nearby places.

  6. When you select your location, the photo along with your location is sent to your contact.

Kaizala Photo with Location

Quick Poll

  1. At the bottom of the screen, tap the Discover tab.

  2. Tap Kaizala Actions, and then choose Quick Poll. Tap Try this Action.

  3. Select the chat to create a poll.

  4. Enter your poll question and a list of choices.

  5. Choose poll expiry date and time. 

  6. Choose Show responses only to me, if you prefer.

  7. Tap the send icon at the top of the screen to publish the poll to the group.

To see a summary of poll responses, tap Chats, tap on the chat, and then tap on the Quick Poll message.

Kaizala Quick Poll

Quiz

  1. At the bottom of the screen, tap the Discover tab.

  2. Tap Kaizala Actions, and then choose Quiz. Tap Try this Action.

  3. Select the contact and enter the title for the quiz. Add Description and Cover Image, if you prefer.

  4. Choose Next, and then tap Add Question.

  5. Enter the question and the required choices. For more options, choose Add more options.

  6. Choose the box to allow the selection of more than one answer, and then tap Done.

Kaizala Create Quiz

Request Location

  1. At the bottom of the screen, tap the Discover tab.

  2. Tap Kaizala Actions, and then choose Request Location. Tap Try this Action.

  3. Choose the required chat to request location.

The location request will be sent to the contact.

Kaizala Location Request

Kaizala Request Location

Share Location

  1. At the bottom of the screen, tap the Discover tab.

  2. Tap Kaizala Actions, and then choose Share Location. Tap Try this Action.

  3. Choose the required chat.

  4. To share a snapshot of your current location, choose Current Location.

  5. To share the location (live) for a period of time, choose Live Location.

Your location will be shared.

Kaizala Share Location

Submit Bill

  1. At the bottom of the screen, tap the Discover tab.

  2. Tap Kaizala Actions, and then choose Submit Bill.

  3. Choose the required chat.

  4. Enter the invoice Amount. Enter Merchant name, if you prefer.

  5. To attach an invoice, tap Add photo. You can take a photo or add from gallery.

  6. Tap the Send icon at the top right corner.

Kaizala Submit Bill

Survey

  1. At the bottom of the screen, tap the Discover tab.

  2. Tap Kaizala Actions, and then and choose Survey. Tap Try this Action.

  3. Select the chat to create a survey.

  4. Enter the survey title, add a description if needed and tap Next.

  5. Add cover image, if needed. Tap Add a question, choose response type and enter your question.

  6. Check Make this question optional, if needed. Tap Done.

  7. If required, change the default settings.

  8. Tap Send.

Kaizala Survey

Training

  1. At the bottom of the screen, tap the Discover tab.

  2. Tap Kaizala Actions, and then choose Training. Tap Try this Action.

  3. Choose chat and enter the title of the training. Add a description of the training and cover image, if needed. Tap Next.

  4. Tap Add Content to choose the type of content you want to add.

  5. Tap Add Questions to enter a question, add options, and then tap Next.

  6. Tap Send Training.

Kaizala Training

Kaizala Training

See Also

Manage Actions in Kaizala

Kaizala help center

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