One link. A clearer way forward.
Learn how to create and share an Onact action, collect responses, update a decision and close the loop without losing it in a chat thread.
1. Choose what needs to happen
Start with a question people can answer. A poll works for a preference. A plan works for candidate dates or places. A checklist works for shared progress. A bill split works when people need to claim the items they ordered.
Write the requested action in the title: “Choose Saturday or Sunday for our picnic” is easier to answer than “Picnic ideas.” Add the context, a useful related link, and a closing time if the decision has a deadline.
2. Decide where the link can appear
Choose “Anyone with my link” for an unlisted action. It will not appear in the public Explore directory. That is a discovery setting, not a password: recipients can forward the link. Choose public only when the content is suitable for anyone to see.
Do not put home addresses, passwords, identity documents, children’s details or private account information into an action. Tell participants that their chosen display name and response may be visible to people who open the link.
3. Invite the group
Share the action through your usual chat, email or other channel. Include a short invitation that says what the group should do and when you will check the result. Send reminders respectfully; a person who does not respond has not agreed to a plan or a payment.
4. Respond and review
Participants enter a display name and save their response. They can update it while the action is open. Guest access depends on the administrator’s settings. Guest ownership is tied to the browser cookie, so clearing cookies can lose access. Create an account in the same browser to attach your guest actions to it.
Results refresh periodically; this is not a real-time chat. If you need the newest state immediately, reload the page. Bill allocations can change as more people claim shared items. Challenge scores and pledges are self-reported.
5. Close the loop
The creator can pause, close, archive or delete an action. Closing stops new responses; it does not tell everyone what the final decision means. Share a short conclusion through the same channel as the invitation. Explain any next steps separately.
Need a hand?
Read the help center or contact support. Learn about data and privacy, then create your first action.
Choose the response that matches the next decision
Start with the information each person needs to save. A poll records a preference; a dated plan records availability and RSVP; a bill records item claims; a checklist records completion. The remaining formats cover self-reported challenges, product decisions, non-binding pledges and one-question quizzes. Write the request so a person arriving from a forwarded link can understand it without the original conversation.
Keep the shortlist realistic. Check a venue before asking people to choose it, confirm the actual receipt before calculating shares and verify a quiz answer against its source. A response counter does not resolve missing practical evidence. State what remains tentative and who is responsible for checking it.
Add structure only where the project needs it
For a team, create a workspace and invite the intended addresses with appropriate roles. Select that workspace when building a private action. Team membership and paid-plan entitlements are checked by the server. A collaborator’s personal upgrade does not expand someone else’s workspace, while an authorized editor can use the licensed workspace’s eligible features.
Dated planning adds multiple local time options, capacity, guests, a waitlist, finite recurrence and calendar export. Receipt capture uses a bundled browser OCR engine and requires review before it prefills a bill. Neither feature silently publishes a binding commitment. The organizer still checks the real arrangements and the participant still reviews the actual numbers.
Close the loop with an explicit handover
Review current saved responses and identify any missing information. Close the action when new input would no longer inform the next step. Tell the group what was decided, what remains unresolved and which person is taking responsibility. For a booking, purchase or settlement, communicate the separate real-provider confirmation rather than implying that the action screen performed it.
Analytics can show first participation and closure events, with optional visits measured only after consent. A calendar download is an imported file rather than a live subscription. A reusable template starts a new request without copying participant responses. Read the help guide for the feature you are using when those distinctions matter.
Your next useful step
Read the product guides · Compare current plans · Contact Onact