What are action files? What are reference files?

Action Files are files you use most frequently. There are two categories of Action Files:

Temporary Action Files are files of current projects or events that will come to an end, e.g., files on a new committee assignment or presentation notes for an upcoming meeting.

Permanent Action Files are files for tasks that require ongoing action, e.g., “Call,” “Pay,” and “Write.”

Reference Files are files you need to refer to from time to time. “Auto Insurance,” “Taxes – Current Year,” "Invoices," and “Time Sheets” are examples of reference files.

Can't find the right answer?

  • Contact our support team and we will personally get back to you as fast as we can.