Manage Actions in Kaizala

You can communicate with other people in various ways on Microsoft Kaizala. In addition to sending text messages, you can use Actions such as create a job, survey, or poll or send pictures, videos, audio messages, and documents as attachments. You and others can like or comment on Actions and attachments.

Add or remove Actions from a group

To access Actions:

  1. In the group conversation, in the chat box at the bottom of the page, tap Image of the Add Attachment icon in Kaizala .

  2. The available actions are listed in the first row.

  3. To discover more actions:

    • Tap Add More+ at the upper right.

    • Or, tap Discover Image of the Discover tab in Kaizala > Kaizala Actions to access a full list of available actions.

Screenshot of the add actions screen in Kaizala

A few Kaizala actions are added by default to any group you create. You can remove some of these or add other actions to all your groups for quicker access.

To add an action to a group:

  1. Tap Discover Image of the Discover tab in Kaizala > Kaizala Actions.

  2. Actions that are already in your palette will display this icon Image of the Actions Palette icon in Kaizala in the upper right corner.

  3. Tap the Action that you want to add to your palette, and then tap Add to chats.

To remove an action to a group:

  1. Tap Discover Image of the Discover tab in Kaizala > Kaizala Actions.

  2. Actions that are already in your palette will display this icon Image of the Actions Palette icon in Kaizala in the upper right corner.

  3. Tap the Action that you want to remove from your palette, and then tap Remove from chats.

Send reminders for Actions

For some Kaizala Actions, such as jobs, polls, surveys, attendance, checklists, quizzes and training, you can help other people stay on tracking by sending them reminders.

To send a reminder:

  1. Tap the published action in your conversation.

  2. Tap Remind people to respond at the bottom of the page.

Check pending and completed Actions

You can easily track the status of Actions that you have received and sent.

To review your Actions:

  1. Tap Profile Image of the Me tab in Kaizala > Action Items.

  2. Select an Action type:

    • The Received tab lists the Actions that you have received.

    • The Sent tab lists the Actions you have sent.

  3. Use the back arrow to go back to the pending actions lists.

  4. By default, both of these lists are filtered to show incomplete or pending items. To set different filters, tap More Image of the More icon in Kaizala .

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See Also

How to: Kaizala Actions

Manage group content in Kaizala

Kaizala help center

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