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Use the State Display panel to guide your next actions

Use the State Display panel to understand an area’s current state and launch the most relevant follow-up action or AI assist task.

Audience

This guide is designed for project manager.

Steps

Step 1: Review the panel title and description

Open the page section that uses the State Display panel and read the title and description to understand what this area of the workspace represents and why it is currently empty or highlighted.

Review the panel title and description

Step 2: Check any AI assist options and cost indicators

If an AI assist panel is shown, review the task title, short description, IU cost badge and any Early Access label so you understand what the agent will do and the estimated impact on your IU budget.

Check any AI assist options and cost indicators

Step 3: Review prerequisite readiness steps

Look through the ordered readiness steps to see which prerequisites are already satisfied and which still need attention, using the ticks and numbered rings to understand overall readiness at a glance.

Review prerequisite readiness steps

Step 4: Launch the AI assist task

Select the primary call-to-action button in the panel to launch the AI assist task, opening the agent task execution modal managed by the main page.

Launch the AI assist task

Step 5: Use alternative workspace task tiles if available

When presented with a grid of workspace task tiles, compare the icons, labels, descriptions and IU cost estimates for each choice, then select the most appropriate tile to run that specific lifecycle task.

Use alternative workspace task tiles if available

Step 6: Follow through and refresh the section

After the agent task completes in the modal, close it and return to the section; the owning page will re-fetch data so the State Display panel can update to show completed steps or a populated view.

Follow through and refresh the section


Last updated: 2026-07-11