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Completing Actions

A completed Action is evidence that your coaching is making a tangible, real-world impact.

Marking an Action Done In-App

The basic way to mark Actions complete is right within CoachAccountable. Click the checkbox found on the left side of each Action. Then, click Add details... if desired. 
screenshot_2024-10-14_at_2.36.44pm.png
If needed, adjust the date and time when the Action was actually completed, add an optional comment, then click Mark Done.

Double-clicking an Action marks an Action done without having to fill in any of the above. 

Marking Actions Complete Via Email

Your client can also mark actions complete by replying to reminder emails. They can mark an Action done immediately by replying to the email with the following:
actions_-_done.png

They can also indicate when it was done, like so:
actions_-_done_with_timing.png

If they'd like to add a comment, it's done on a new line:
actions_-_done_email_timing_with_comment

Marking Actions Complete Via SMS Text Message

Marking an Action complete by replying to a text message works similarly, but because text is more primitive your clients can't supply the date the Action was done. So your replies will look like:
actions_-_done.png

Or like this:
actions_-_done_texting.png

If your clients reply to an action without a recognized "done" or "cancel" command, they'll receive a friendly email or text in reply letting them know why their response can't be accepted.

Cancelling an Action via Email or SMS Text

If your clients reply with "x" or "cancel", the Action will be moved from the "current" tab and into the "past" tab, and marked as canceled.