Users can create new Actions within the CMO WinApp. This page details that process.
- Log in to your instance, navigate to the Actions module and click the New button.
- Fill in all *required fields and any additional details in the New Actions screen.
- Click Save. The new action will appear in the Action register.
Note: Attachments can be added from the New Action screen. See the Add Attachments section of this guide for more detail.