What is the difference between a Task and an Action?

Tasks and Actions

In ClearVerso, every work item is managed through the same Task functionality. When you create a work item, you choose a classification:

• Task — planned work with a schedule, duration and dependencies.
• Action — an action item, typically arising from a meeting, decision or review.

Both classifications use the same task management features:

• Start date, due date and duration.
• Owners (one or more).
• Status, priority and % Complete.
• Checklists, links and dependencies.
• Board, Timeline, Calendar and List views.
• Export to Excel, PDF and PNG.

Milestones

Milestones are a separate planning type (zero-duration key dates). Milestones are always classified as Task.

Filtering

You can filter the task list by classification (Task or Action) to focus on one type at a time.

The Task/Action classification helps you distinguish planned work from action items, while keeping everything in one place. Existing records without a classification are treated as Task.