1.0 - Introduction
The Action Centre in HighGround is like your MSP mission control—except with fewer blinking lights and way more productivity. Think of it as your ultimate to-do list, but instead of scribbles on a sticky note that inevitably disappears, it keeps everything organized, visible, and on track.
With the Action Centre, you can:
✔ Assign tasks to different clients - no more "I thought you were doing it"
✔ Give tasks a dedicated owner - so there's no finger-pointing later
✔ Add collaborators - keeping everyone informed
✔ Set due dates (because "ASAP" is not a real deadline)
and more!
It’s your one-stop shop for making sure things don’t fall through the cracks—because let’s be real, if it’s not in the Action Centre, did it even exist?
Coming soon: we're working on PSA ticket integration so you can sync your tasks to your service desk.
2.0 - Creating a task
Creating a task in the Action Centre is quick, painless, and way easier than explaining to a client why "turning it off and on again" actually works.
Here’s how to do it:
Head to the Action Centre and hit "Create Task"
Title - Give your task a name to remember.
Pick a client—whose it for?
.Assign an owner and collaborators.
Set a status or create your own (e.g., "In Progress," "Waiting on Bob," or "Why Is This Even a Thing?").
Pick a due date—"someday" is not an option.
Assign it to a section
Link it to a HighGround module, so it knows where it belongs.
Add a description, so no one has to guess what needs doing.
Hit "Save" and BOOM! Task created.
Tip: You can now use AI to help you in the Action Centre. By using our 'Write with AI' feature AI will take the task information you provided to write a description. To learn more about AI read our Using AI in HighGround article.
Once saved, the task will appear in your Action Centre and your client’s Action Centre when they login to the Client Portal—so everyone stays in the loop.
Note: Tasks are client-specific, meaning clients can only see their own tasks.
3.0 - Organizing Tasks into Sections
Random tasks floating around like abandoned tickets is nightmare fuel. That’s why Sections exist - to keep your Action Centre organized and under control.
3.1 - Creating a Section
Go to the Action Centre and click "Add Section" in the top left corner.
Give your section a name (like "Urgent Stuff," "Waiting on Clients," or "Bob’s Never-Ending To-Dos").
Press Enter—and just like that, your section exists!
Your new section will appear in the top left corner of your Action Centre. Click on it to see all the tasks assigned to that section—no more playing hide and seek with important work.
3.2 - Delete and Renaming Sections
Click the three dots next to your section list.
Select the section you want to edit.
Choose "Delete" or "Rename" (because “Test Section 1” wasn’t supposed to be permanent).
Changes happen instantly, no save button needed!
With Sections in place, your Action Centre goes from digital junk drawer to a beautifully organized workflow - we've all got better things to do than hunt for lost tasks.
4.0 - Searching, Sorting & Filtering Tasks
Yep, we’ve got even more tricks up our sleeve.
Filtering, searching, sorting and column visibility let you customize exactly how you see your tasks, so you spend less time clicking around in frustration and more time getting things done (or at least pretending to).
4.1 - Filtering Tasks
Click the filter icon (this handy little guy looks the same across all of HighGround).
Choose your filter options—you can stack multiple filters like a pro.
Your selected filters will appear at the top—click each one to fine-tune what you see.
Boom. No more scrolling through an endless list of tasks! Just the ones that actually matter to you.
4.2 - Column Visibility (aka show and hide columns)
Click the column visibility icon (yep, this one’s universal across HighGround too).
Use the drag-and-drop feature to rearrange and customize how each section appears.
Hide what you don’t need, focus on what you do. Efficiency mode: activated.
4.3 - Search for Tasks
Hit the search icon and type in a keyword or client name.
HighGround will instantly pull up matching tasks, saving you from the dreaded "Where did that go?!" moment.
This works within Sections too, so you’re never more than a few keystrokes away from what you need.
With these tools at your disposal, your Action Centre is 100% customizable to how you work best—so you can spend less time digging for tasks and more time doing what you do best: fixing sh*t !
5.0 - Archiving Tasks
Need to keep a task on record but don’t want it cluttering up your beautifully organized Action Centre? That’s where archiving comes in!
5.1 - Archiving a Task
Find the task you want to archive
Click the archive icon
Poof! Your task is now safely tucked away in the Archived section.
5.2 - Unarchive a Task
Click the Archived icon at the top right of the action centre (to the left of the 'create task' button)
Find the task and click on it to expand it
Click the big blue "Unarchive" button.
Just like that, it’s back in action, ready to haunt your to-do list once more.
So, whether you're decluttering, storing completed tasks, or just not ready to let go, archiving has your back.
6.0 - Using the Floating Task Widget
Sometimes, you're knee-deep in a HighGround module and you remember something you need to do. But you're right in the middle of something and don't want to lose it - what do you do?
You use the floating task widget, that's what!
How to create a task without abandoning your current work
Click the ‘+’ button next to Action Centre—this magical button lets you create a task from anywhere in HighGround.
A task creation window will pop up, just like in the Action Centre—but better, because you can drag it around like a floating sticky note of productivity.
Fill in the task details just like you would in the Action Centre—same fields, same process, same life-saving reminders.
Hit save, and voilà!—your task is safely stored in your Action Centre, ready to be tackled.
Why this is awesome?
No more jumping between screens to remember what you were doing.
Create tasks on the go, without breaking your workflow.
Drag the pop-up anywhere, so it’s always in your line of sight (but not in the way).
It’s like being in two places at once, minus the quantum physics. So go forth and task away—HighGround’s got your back! 💪