> For the complete documentation index, see [llms.txt](https://docs.coherent.global/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coherent.global/coherent-control/workflow-templates/actions.md).

# Actions

### Add Actions to a task (Task Properties)

Actions are what happen when the user clicks the task button (example: lock, protect, save, update status).

1\.     On the canvas, **click the task card** (example: “Submit workbook”).

2\.     On the right panel, open **Task Properties → Details**.

3\.     You’ll see the current list of actions for that task.

4\.     Click **Add New Action**.

<figure><img src="/files/V80uN9kEmaLltBDY5KNk" alt=""><figcaption></figcaption></figure>

**Fill “Add Task Action”**

In the **Add Task Action** popup, enter:

* **Action Type** *(required)*: Pick one action from the dropdown.
* If **Enable Executables = FALSE**, you’ll typically see options like:
  * Lock, Protect, Unprotect, Save, Remove Metadata, Update Status, Email, Execute XCall, Suggest Group, Publish to Spark
* If **Enable Executables = TRUE**, the list is limited to **4 actions only**:
  * **Save, Update Status, Email, Publish to Spark**
* **Action Name** *(required)*: A clear internal name (example: “Lock workbook”, “Send review email”).
* **Supporting Text** *(optional)*: Helper text shown to the user (keep it short).
* **Is Critical** *(optional toggle)*: Turn on if this action must succeed for the task to be considered successful.
* **Payload Overridable** *(optional toggle)*: Turn on only if you want the payload to be editable/overridden.
* **Error Message** *(optional)*: Message shown if the action fails (write it in customer-friendly language).

Click **Add** to save the action.

<figure><img src="/files/nvsatVyYCHKQYinOXC2G" alt="" width="375"><figcaption></figcaption></figure>

####

<figure><img src="/files/hHdhjkkHPmCNSIxUTzRN" alt="" width="375"><figcaption></figcaption></figure>

#### Manage existing actions

In **Task Properties → Details**, you can:

* **Reorder** actions (drag handle)
* **Edit** an action (pencil icon)
* **Delete** an action (trash icon)


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