Action Centres — Workflows: step-by-step

This page brings together the end-to-end workflows for setting up and using Action Centres, from enabling the feature to building each type. Use it as a step-by-step companion to the type reference guides.

A. Enable Action Centre Management

1. Go to User Groups and open the relevant group.
2. Turn on the Action Centre Management toggle.
3. Save. A new Action Centres settings page appears under Features.

B. Create an Action Centre area

1. Go to Features → Action Centres.
2. Click Manage Areas (top-right of the tabs).
3. Click Add Area.
4. Enter the Area Name, choose an Icon (searchable pool), and set the Path (URL).
5. Click Save, then refresh — the new area appears in the left sidebar and in the top navigation.

C. Organise sections & existing Action Centres

1. In an area, open a folder/section to see its Action Centres.
2. For each Action Centre, choose Edit, Move to new section, or Archive as needed.

D. Create a new Action Centre (generic flow)

1. Click Create New → Action Centre.
2. Enter a Name, pick an Icon, and choose the Area and Section (select an existing section or type a new section name).
3. Select the Type (Cases, Data Table, Financial — Receipts, List Builder, and so on).
4. Complete any type-specific settings (see below).
5. (Optional) Add or change Default Filters.
6. Set Permissions (Full / View & Edit / View Only, for users or user groups).
7. Click Save.

E. Type-specific setup

Cases

1. Choose the Cases type.
2. Configure Default Filters.
3. Set Permissions and Save.
4. Use the table to open and edit cases, and add posts, tasks and comments; filter and sort as needed.

Data Table (People / Organisation)

1. Choose the Data Table type and select the specific data table.
2. (Optional) Set Default Filters (for example date ranges, field values).
3. Save, then view the unified, multi-row table (profiles may appear multiple times).
4. Use standard table controls; Export if required.

Financial — Batch

1. Choose Financial — Batch.
2. Select a Payment Provider from your configured providers.
3. Use the batch to process and export for gateway/bank upload (or process directly, based on your integration).

Financial — Invoices

1. Choose Financial — Invoices.
2. (Optional) Toggle MYOB exports and/or MYOB journal exports.
3. (Optional) Set Default Filters (date range, status).
4. Save, then export invoices at invoice level or per line item.

Financial — Payroll Deduction

1. Choose Financial — Payroll Deduction.
2. Use it to process deductions and track historical batches.

Financial — Receipts

1. Choose Financial — Receipts.
2. (Optional) Set defaults: Status, Method, Line Type (for example failed, last year, credit card).
3. Filter and Export receipts matching your criteria.

Financial — Receipt Summary

1. Choose Financial — Receipt Summary.
2. Configure the date period to collate totals per contact (for example yearly totals for weekly payers).

Form Responses

1. Choose Form Responses and select the Form.
2. Click Add Column and, for each column, select the Form Question and set a Column Label.
3. Save — submissions populate as rows when the form is filled out.

Goals

1. Choose Goals.
2. Use it to monitor targets/requirements, points achieved and progress per person; filter and export.

Goal Activities

1. Choose Goal Activities.
2. (Optional) Set default filters (for example Source, Status, Type of CPD, Date Occurred).
3. Review and approve activities where needed.

Posts

1. Choose Posts.
2. (Optional) Set defaults for Date / Date Occurred and Assigned Tags.

List Builder (including website directory)

1. Choose List Builder.
2. Select a Source List (from all lists in your account) and choose Live or Fixed.
3. (Optional) Enable Website Configuration to add directory settings for your website/portal (Umbraco).
4. Add extra columns from all accessible fields (personal, contact, custom). For each, set a Label and optionally tick Editable.
5. (If enabled) Configure the website: card view fields (Title field, Card / Thumbnail image), drawer fields, and public filters.
6. Set Permissions and Save.
7. Use the table; Live lists auto-add/remove contacts as criteria change, Fixed lists stay static. Export as needed.