Turn opportunities into grids and accountable tasks.
Open Planning to move from analysis to a concrete work list. Its entries are Overview, Opportunities, Grid, and Tasks; available actions depend on your access.
Start with a finding tied to a specific page or group. Review the evidence, expected impact, and suggested action before choosing work. A suggestion is a starting point for review, not an instruction to publish automatically.
Use a grid when many items follow the same process. Keep each row focused on one item and use workflow columns for repeatable execution. Inspect a successful row before scheduling a larger batch.
Use tasks to make ownership and progress visible. Link the underlying page, report, or workflow output so the assignee can verify the result. Close the task after checking the outcome, rather than merely starting a run.
