Take a Tour

Videos & Tutorials
Click on and see online videos on how work is done in Actionize.  Those of you who seek more guidance can download and print the pdf files and use them for step-by-step instruction on how to work with Actionize. Click on to view and print a pdf file.

Overview Actionize
Dashboard
Overview Dashboard
Using Links on Charts
Send a Message
Set up an Alert
Community
Contacts & Clients
Overview Contacts & Clients
Viewing Contacts & Clients
Selecting Contacts & Clients
Create a new Contact
Import Contacts
Turn a Contact into a Client
Edit a Contact
Delete a Contact
Add a Note to a Contact
Add a File to a Contact
Projects
Overview Projects
Create a new Project
Invite Team Members
Viewing Tasks
All Milestones & Tasks
Selecting Tasks
Create a Task
Reply to a Task
Forward a Task
Add a File to a Task
Close a Task
Add a Note to a Project
Add a File to a Project
Documents
Check Files for Projects and Contacts
Download all pdf files - zipped