What Are Actions?

Actions in Zeltask represent tasks that need to be completed by your team. They centralize all operational work—from planned maintenance to urgent responses—in one place.

Actions and Work Orders

Zeltask uses the terms Action and Work Order interchangeably. Both refer to the same thing: a task with a clear owner, deadline, status, and history.

What Actions Help You Do

The Actions module helps teams:

• Create clear, executable tasks
• Assign responsibility and set priorities
• Record evidence of progress or completion
• Track the status of each activity
• Maintain complete traceability for audits and reports

How Actions Connect to Other Modules

Actions don't exist in isolation. They connect to other parts of Zeltask:

Connection	How It Works
Inspections	An inspection finding can trigger an action
Tickets	Resolving a ticket often requires creating an action
Assets	Actions can be linked to specific equipment, building maintenance history
Locations	Actions specify where work should be performed
Inventory	Parts and materials used are logged against actions
Teams	Actions are assigned to individuals or teams

Action Lifecycle

Every action moves through defined states:

State	Meaning
Open	Created, waiting to be started
In Progress	Someone is actively working on it
On Hold	Temporarily paused
Done	Completed

This lifecycle provides visibility into what's happening across your operation.

Who Uses Actions

• Technicians execute actions assigned to them and log progress
• Supervisors create, assign, and monitor actions for their teams
• Managers review action history, track completion rates, and analyze workload

Next Steps

• Action Types — Learn about preventive vs. reactive actions
• Create an Action — Step-by-step guide to creating actions