Review next best actions for a workspace item
Use the Next Best Action panel to see what is missing from a workspace item and review its SLA timing so you can prioritise your next actions.
This guide is designed for project manager.
Steps
Step 1: Open an item with a Next Best Action panel
Navigate to a workspace item that uses lifecycle stages; the Next Best Action panel appears showing guidance for what to do next.
Step 2: Review missing information suggestions
In the "To {label}, add…" area, review the list of missing fields or documents, each displayed as a clickable link that takes you directly to the right place to complete it.
Step 3: Follow deep links to resolve missing items
Select a missing item link to open the relevant resolver screen for that field or document, then provide the required information to move the item forward.
Step 4: Check SLA status for the current stage
Look at the SLA status message, such as "Due in Xh" or "Overdue by Xh", to understand how urgent the current item is.
Step 5: Use colour cues to prioritise work
Use the visual treatment (sage for on track, warning for at risk, error for overdue) to quickly decide which items to act on first.
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Last updated: 2026-08-31