How can I change who an action item is sent to?

Question: "This action item keeps going to the wrong person. How can I change that in Vantaca?"

Great Question!

Answer:

Go to Settings > Action Types/Steps and click Filter to search for the specific action type you would like to edit. Using the Contains option is recommended because you only need to type a few letters to find the one you're looking for.

Once you've found the action item you're looking for, click on the triangle icon to view the steps.

Find the step you'd like to change and look at the Roles found in the Send To and Reply To fields. If one of those Roles is incorrect, click the Edit button on that step, remove the Role and replace it with a different one and click Update.

If the Role you're looking for doesn't show up in the dropdown menu, that Role needs to be added as a Default Follower on the Action Type. That is when you would edit the entire Action Type itself and add in the missing Role.

Perhaps the action step is sending to the correct Role, but that user is not receiving notifications when the action item is stepped to them. That's when you'll click on the Rules for the action step and make sure the Notifications field is set properly.

Now that you know how to correct the Roles for action steps, you're all set for efficiency!