Organizer & Activist Users

Navigating Action Builder

• Campaign Dashboard
• How to Log in to Action Builder
• Getting Started with Action Builder
• Adding Action Builder to Your Phone's Home Screen
• Navigating Action Builder | Using the Search Bar

Assessments

• What are Assessments?
• Viewing and Adding Assessments

Info

• Info Fields Examples for Organizer Outreach
• What is Info?
• Adding and Editing Info

Wall Chart

• Quick Actions
• Merge Duplicate Records in a Campaign
• Bulk Edit
• Wall Chart
• Manually Add New Entities

Trend View

• Tracking Progress Over Time with Trend View

Map View

• Wall Chart: Map View

Chart View

• Using Field Responses for Enhanced Wall Chart Visualization
• Wall Chart: Chart View
• Chart View Group By Options

Query Builder

• Action Builder Query Builder Overview
• Getting Started with Query Builder
• Action Builder Query Builder: Saving, Sharing, and Setting Default Queries
• Query Builder Criteria
• Filter by State House & Senate and Federal Districts

Profile Page

• Using Due Dates on Follow-Up Flags in Action Builder
• Preferred Languages
• Managing Entity Names
• [Video] How to Set Up a Profile Page
• Accessing and Navigating the Profile Page in Action Builder
• Updating Entity Assessments

See all 10 articles

Tasks

• Create a Task from the Wall Chart
• How to Create Events and Complete Event Related Tasks
• VIDEO: Creating Tasks and Assigning to Activists
• Creating and Editing Tasks
• Viewing Tasks
• Completing Tasks

Activity Stream

• Activity Stream for Entity Profiles
• Campaign Activity Stream

Entity

• Pronouns for Entities

Connections

• What Are Connections?
• Adding A Connection

Notes

• What are Notes?
• Adding Notes