Understanding Manual Actions in GoHighLevel HiRise Design
ClickUp users who are moving into GoHighLevel often look for a clear way to manage task-style work inside the platform. Manual actions in HiRise Design give you a simple, visual way to assign calls, messages, or other tasks to team members, track what is pending, and keep your workspace organized.
This step-by-step guide explains how manual actions work in HiRise Design, how they appear on the task board, and what each status means so your team can stay productive and efficient.
What Are Manual Actions in GoHighLevel HiRise Design?
In GoHighLevel HiRise Design, a manual action is a task-style item created by a workflow or pipeline that requires a user to complete something manually. Instead of being fully automated, these actions are deliberately queued for a person to review and complete.
Manual actions are especially useful when you need human judgment, such as:
- Reviewing a lead before making a sales call
- Sending a personalized message
- Approving or rejecting a step in a process
- Following up on a support or service request
Each manual action appears on the HiRise Design task board, where it can be assigned, filtered, and marked as completed.
How Manual Actions Work in GoHighLevel
Manual actions in GoHighLevel follow a predictable lifecycle from creation to completion or expiration. Understanding this flow helps your team stay on top of workload and avoid missing time-sensitive tasks.
1. Creation of Manual Actions
Manual actions are typically generated inside workflows or other automation systems. When a condition is met, the system creates a task and adds it to the HiRise Design board as a pending manual action.
Key points about creation:
- Automation creates the action based on your workflow settings.
- The action is visible as a task in the appropriate pipeline or board.
- Each action is linked to a specific contact or record.
2. Assignment to Team Members
Once a manual action exists, it can be assigned to a user. Assignment ensures that every pending item has a clear owner. The assignee is responsible for completing the task before it expires or moves to another status.
Assignment can be done in different ways:
- Automatically, using rules inside your flows
- Manually, by a manager or team lead on the board
- By reassigning tasks from one user to another as workloads change
3. Statuses of Manual Actions
Every manual action in HiRise Design passes through one of several key statuses. These statuses let your team see what needs attention at a glance.
The primary statuses are:
- No Task – There is currently no manual action open for the selected filters or view.
- Unassigned (Pending) – A manual action exists but is not yet assigned to any user.
- Assigned (Pending) – The task is assigned to a user but not yet completed; it is waiting for that user to take action.
- Missed – The manual action was not completed within the required time frame or before its due time.
- Completed – The action has been finished and no further work is required.
Viewing Manual Actions in GoHighLevel HiRise Design
The HiRise Design board in GoHighLevel provides a visual interface for managing manual actions. You can work through them using filters, statuses, and timelines.
Using Filters and Status Toggles
To focus on the most relevant manual actions, you can apply filters on the board. These filters help you narrow down which tasks you see at any time.
Common filter options include:
- Assigned user or team
- Status: pending, missed, or completed
- Timeline: actions due over the next set period
The status toggles allow you to include or exclude:
- Pending – Shows all open actions that still need work.
- Missed – Shows actions that were not completed on time.
- Completed – Shows finished tasks for review or reporting.
Understanding the Timeline Display
The timeline helps you visualize when manual actions are scheduled. By default, HiRise Design may show actions over a specific period, such as the next 7 days. This window lets you see whether you are overloaded on any particular day.
You can:
- Scan upcoming days to see spikes in workload
- Reassign or reschedule tasks to balance the timeline
- Prioritize actions that expire soon
Managing Pending Manual Actions in GoHighLevel
Effective management of pending manual actions is key to making the most of GoHighLevel HiRise Design. Use the following steps to stay organized.
Step-by-Step: Working Through Pending Actions
- Open the HiRise Design board
Navigate to the HiRise Design area where manual actions are displayed. Make sure you have the correct workspace or pipeline selected.
- Apply filters
Use filters to show only relevant manual actions, such as those assigned to you or your team, and ensure the Pending toggle is active.
- Check the timeline
Review the upcoming days to locate actions that are approaching expiration.
- Open a manual action
Click on a specific task to view detailed information, including the linked contact and instructions.
- Complete the required work
Perform the call, send the message, or execute the step described in the action.
- Mark as completed
Update the status so the task moves from pending to completed. This helps keep your board clean and accurate.
Handling Missed and Completed Manual Actions in GoHighLevel
Missed and completed statuses provide a record of what has and has not been done, helping you improve processes over time.
Reviewing Missed Manual Actions
Missed actions show where deadlines were not met. Use this data to understand bottlenecks.
Actions you can take include:
- Reassigning missed items to available team members
- Adjusting due times or workload distribution in workflows
- Providing additional training if patterns of missed tasks appear
Auditing Completed Manual Actions
Completed actions serve as a historical log. Reviewing them can help with quality control and reporting.
You might:
- Verify that each completed task was done correctly
- Measure individual or team productivity
- Identify steps that could be further automated
Best Practices for Using GoHighLevel Manual Actions
To get the most from manual actions in HiRise Design, follow these best practices:
- Keep instructions inside actions clear and concise.
- Use automation to create actions at the right time in your workflows.
- Assign owners immediately to avoid large pools of unassigned tasks.
- Regularly review missed actions to refine your process.
- Use the timeline to prevent overwhelming any single user on a given day.
Additional Resources and Support
For deeper technical configuration and updates on manual actions in HiRise Design, review the official documentation on the GoHighLevel help center: Understanding Manual Actions in HiRise Design.
If you need strategic help implementing workflows, manual actions, or broader CRM automation, you can also explore expert services at Consultevo.
By understanding how manual actions function inside HiRise Design, you can turn GoHighLevel into a powerful task management hub, ensuring that every important step in your processes is owned, tracked, and completed on time.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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