> This page is for version v2.0 (default).
> For other versions, use one of these documentation indexes:
> - v2.0 (default): https://docs.cable.tech/v-2-0/llms.txt
> - v1.0: https://docs.cable.tech/v-1-0/llms.txt

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.cable.tech/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.cable.tech/_mcp/server.

# Actions

![](/_fern-files/_img/4c1d8365e53ea0057bb9bea6c7109410b5cbe6d56d57d162a7a8e23e923d58e3.webp)

Using this feature you can:

* Manage upcoming actions across your portfolio or for your own entity
* View actions as a calendar, board or list
* Easily filter your action views to dive into specific partner’s actions
* Collaborate on actions internally or directly with partners

Key advantages:

* Move out of emails, pdfs, and spreadsheets and into a single, shared tool
* This feature gives you control over what you share with partners versus what remains private (viewable only within your organization)
* You and partners can have a shared view of exactly what’s expected (and when)

# Creating Actions

## Create Actions in the Actions Page

Actions can be created directly from the Actions page by clicking **Create action**.
![](/_fern-files/_img/65e78185e8478d7c575ad14f8f6df1e5310ce1aa0e19fcca0f50d238f31886c7.webp)
You can choose whether an action relates to a specific partner or your own entity.
![](/_fern-files/_img/aa316f1936e052ec78ccfa69847c3980e607b5df8d9adf0afe5f7406b0e1af4c.webp)
If an action relates to a specific partner, you can choose whether to share the action with that partner or keep it for internal tracking only.

## Create Actions in a Trail

As you’re investigating accounts flagged in Paper Trails, you can add Actions, set a due date, and assign them to yourself or other team members. Actions added across all Paper Trails will be consolidated in a list on the Actions page in the left navigation menu.
![](/_fern-files/_img/8c51e86dc8592ab0dd3618232ef4c3139560f281fb3cac8eb2db9f9ddaeae676.webp)
If an action was created from a Trail, we’ll link to the Source in the Action page so you can always access all the context needed.
![](/_fern-files/_img/e16a08d337d6f0ee75448d66f4a7848df8bcddc283b7704c1dbd7d090cd51d58.webp)

## Create Actions in Risk Assessment

Create Actions by visiting the Assessment tab of the Risk Assessment. Expand the risk you want to add an Action for and click *show notes, controls & actions*.
![](/_fern-files/_img/501682d7829e242e8ac54388ddc6e9a004cff1b020646578021f78433ce08dac.webp)
Like Actions created from Trails, we’ll automatically link to the source from the Actions page.
![](/_fern-files/_img/a8e59c9f7b8724ae354585397bc8547a85f8204a52b4516abc78d720f6e65fc6.webp)

# Anatomy of an Action

![](/_fern-files/_img/2f2f6e7413b136b74b38b2d687a4b02bec57a44498537dfe59a76120a519280a.webp)

* **Title:** how you want to title your Action (this is the headline you’ll see)
* **Description:** more details about the Action
* **Partner:** Actions can be tied to a specific partner or internal only
* **Share with partner:** toggle allows you to choose whether the partner should be notified / able to view the Action related to them
* **Assignee:**  person responsible for the Action. Assigning someone will trigger a notification
* **Due date:** date the Action is due. Cable will show the Action as overdue beyond this date

# Working within an Action

Once you have created an Action, clicking on it will take you to a full Action page. You can see a timeline of updates, and communicate directly with others.

## Creating Actions for a Partner

1. If you are creating an action for your partner, select them as a subject org, then click the toggle to share.
2. To let them know, assign who you want to notify as an assignee from their organization
3. If you don't see a user you want to assign in the dropdown option, you must invite them first from the users page.

## Assigning / Mentioning Individuals

You can directly contact individuals by assigning them to an Action or mentioning them within the action.
![](/_fern-files/_img/165a6c3476e26ff3df4768d3527e529456cd39a5ba1f3b0704d1b3d22cb4feac.webp)
To mention someone, type @ and their names should appear in a dropdown.
![](/_fern-files/_img/fc5b9cbaac87cac6d9bd9be851c3355f89df3bbd8d43806bf463be787a1fbff8.webp)

# Viewing Actions

The Actions page includes three options for viewing: a list, a calendar, or a kanban board.
![](/_fern-files/_img/ebcbca4f478276b1cbd673ef5cd8575bb28cb13f915c0a5523a19d4219a33cf7.webp)
You can choose to view the Actions for a single partner or for your entire portfolio.
![](/_fern-files/_img/52b98aae16747f2f465fb8f10dd9a20ca52e0e1c0cf9d19c4d3a24e55c56347c.webp)