View the next recommended step for a workspace item
Review the single recommended next action for a workspace item based on its lifecycle stage and requirements.
This guide is designed for project manager.
Steps
Step 1: Open a workspace item
Navigate to the relevant workspace item detail page to see its current lifecycle stage and context.
Step 2: Locate the Next Step panel
On the item detail page, find the Next Step panel, which summarises what should happen next for this record.
Step 3: Review the recommended next step
Read the single highlighted next step shown in the panel, which is tailored to the item type, lifecycle stage, and any missing requirements.
Step 4: Confirm there is only one primary action
Check that the panel presents exactly one clear primary action so you are not distracted by multiple competing options.
Step 5: Open additional options if available
If a "More" control is shown, select it to reveal any secondary actions while keeping the primary next step prominent.
Step 6: Use the next step to progress the item
Follow the recommended next step in your workflow, confident that it reflects the item’s current stage and shortfalls.
Last updated: 2026-09-01