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Review the next best action for a workspace item

Use the Next Best Action panel to see the recommended next stage for a workspace item, or understand what is missing before it can progress.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open a workspace item​

Navigate to your project workspace and open the specific item you want to review so that its details page is visible.

Open a workspace item

Step 2: Locate the Next Best Action panel​

On the item details page, find the "Next best action" panel, usually displayed alongside other lifecycle or status information.

Locate the Next Best Action panel

Step 3: Check the suggested next stage​

In the panel, review the message starting with "Ready to move to" and note the suggested next lifecycle stage name for the item.

Check the suggested next stage

Step 4: Identify missing requirements (if shown)​

If the item cannot progress yet, read the list of missing requirements shown in the panel so you know what must be completed first.

Identify missing requirements (if shown)

Step 5: Update the item and revisit the panel​

Complete any missing information or tasks on the item, then return to the Next Best Action panel to confirm that it now recommends moving to the next stage.

Update the item and revisit the panel

Last updated: 2026-08-31