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Manage event actions from the event list

Use the event action menu to quickly view details, update information, mark proactive events as occurred, or delete events from the event list.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the event action menu

In the event list, locate the event you want to manage and select the three-dot (More) button at the end of the row to open the action menu.

Open the event action menu

Step 2: View event details

In the action menu, select "View Details" (with the eye icon) to open the full event information in a detailed view.

View event details

Step 3: Edit an event

In the action menu, select "Edit" (with the pencil icon) to open the event in edit mode so you can update its information.

Edit an event

Step 4: Mark a proactive event as occurred

For proactive events only, choose "Mark as Occurred" (with the lightning icon) in the action menu to record that the anticipated event has now taken place.

Mark a proactive event as occurred

Step 5: Delete an event

In the action menu, select "Delete" (with the bin icon) to remove the event; confirm the deletion if a confirmation prompt appears.

Delete an event


Last updated: 2026-02-09