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Suggest actions for a report

Use automated suggestions to quickly create and manage follow-up actions from a report.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the report actions section​

From your report, scroll to the actions area labelled for suggested actions, where you can generate follow-up tasks in a click.

Open the report actions section

Step 2: Review the explainer and IU cost badge​

Read the short explanation about creating actions in a click and check the fixed 2 IU badge so you understand the cost of running suggestions.

Review the explainer and IU cost badge

Step 3: Confirm suggestions are free to create or send​

Note the message that creating or sending the suggested actions is free, so you can safely explore options without affecting your budget.

Confirm suggestions are free to create or send

Step 4: Click "Suggest actions" to start​

Select the "Suggest actions" button to have the system analyse the report and prepare recommended follow-up actions for you to review.

Click "Suggest actions" to start

Last updated: 2026-07-11