The Central Actions Hub
The Actions view with filter bar, type chips, and annotation list
The Actions view lists every annotation across all drawings (or all projects) in one place, with filters and a detail panel.
Accessing the Actions View
- Global — Click Actions in the top navigation to see annotations across ALL projects
- Project-level — Open a project and click the Actions tab to see annotations for that project only
Layout
The Actions view has two panels:
- Left: Action List — Scrollable list of all annotations matching your filters
- Right: Detail Panel — Shows full details of the selected annotation
Toolbar
- LIST / KANBAN — Toggle between the list and a kanban board grouped by status
- EXPORT — Download the current (filtered) list as CSV for Excel, or as a PDF
- + NEW ACTION — In the project-level view, create an action directly without opening a drawing first
Each Action Row Shows
- Drawing thumbnail
- Type badge (e.g., ISSUE, NOTE)
- Status badge (e.g., OPEN, IN-PROGRESS)
- Priority badge
- Visibility level
- Title
- Project name and drawing reference
- Due date
- Comment count and unread indicator
- Attachment count
Detail Panel
Click any action to open its detail panel showing:
- Drawing context (thumbnail with pin location)
- All annotation fields (editable)
- Comments thread
- Attachments
- Visibility controls
Tip: Use the global Actions view during site meetings to walk through all open items. Filter by "OVERDUE" to prioritise urgent items.
Actions View