An action attaches a named piece of work to an element and hands it to a teammate. Where a comment starts a conversation, an action assigns an outcome: it has a name, an optional description, an assignee, and a done state. Use them to turn a review into a to-do list that lives right on the diagram.
Anyone can assign an action to themselves — signed in or not — so actions also work as personal to-dos on a diagram. Assigning to other people is built on teams: sign in, and the picker offers the joined members of every team you have joined.
Assigning an action
Right-click the element and open the Collaborate category, then choose Assign Action.
Pick Myself or a teammate from any of your teams, give the action a short name, and add a description if the work needs more context.
Leave Email them about this action ticked if you want the assignee to get a notification with a link back to the diagram, then assign it.
The element gains a small clipboard badge while the action is open. Anyone on the diagram can click the badge to read the action; editors can also work with it from there.
If the diagram is not in the team's shared library, the assignee may not be able to open it from the email. Share it with them or move it into the team library first.
The Actions panel
As soon as a tab has any actions, an Actions panel appears with the other floating panels. A filter at the top switches between Outstanding and Completed; anything assigned to you sorts to the top and reads You. Click a row to jump to the element and open the action.
Completing an action moves it to the Completed filter and clears the element's badge, so Outstanding only ever shows what still needs doing. Deleting the last action removes the panel entirely.
Completing, editing, and deleting
Open an action to work with it:
- Complete marks it done. The action stays on the element as a record and can be reopened if the work turns out not to be finished.
- Edit changes the name, description, or assignee. Handing the action to a new person offers the email notification again, for the new assignee.
- Delete removes the action from the element entirely, after a quick confirm.
Actions are deliberately not undoable: pressing undo after assigning, completing, or deleting an action will not silently reverse it, the same way comments are protected.
Email notifications
When an action is assigned to you (and your deployment has email enabled), you get a short email naming the action, who assigned it, and which diagram it is on, with a link straight to the diagram. You can turn these off any time from your profile page under Email notifications, with the "Someone assigns me an action" toggle.
Keep action names short and outcome-shaped ("Confirm the retry budget", "Redraw the auth flow"). The description is the place for detail; the name is what teammates scan in the panel.
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