Suggested next steps collect work that deserves attention into a guided review. Use the deck to make one decision at a time while keeping the underlying task or conversation in context.
Before you start
You need access to the items included in the deck. The available groups depend on the work currently waiting in your workspace.
Name the component and the information you need, then review your approval mode before sending.
Review the next-step deck
Open Home and find Suggested next steps.
Select Start or choose a group such as decisions, email, drafts or tasks.
Read the current item and the reason it needs attention. Open the linked record or conversation if you need more context.
Take the action shown for that item: answer a question, review a proposal, finish a draft, choose an owner or update a task.
Use the step navigation to continue or skip an item that needs more investigation. Return to Inbox to find the underlying work later.
Check the result
The deck advances as items are handled, and the underlying task, draft or conversation reflects your action. Check the actual saved or sent state when an action matters.
Use the reason for attention
An item may be waiting on a decision, missing details, due soon or behind schedule. Read that reason before changing its state. A due-date problem and a supplier reply require different decisions.
Draft review includes checking the sender, recipients, body and attachments. A suggestion to send is still something for you to review.
When an item needs discussion
Use the option to ask Scout Agent about the step or talk it through where available. Keep your question tied to the specific decision. If the next action belongs to another teammate, confirm the task owner.
If something does not look right
What you see | What to check |
A suggestion was already handled | Refresh or return to the source item. It may have changed since the deck was assembled. |
The action did not finish | Inspect the visible error and the original item before retrying, especially before sending a message. |
Does skipping complete the task?
Does skipping complete the task?
Skipping moves past the step in your review. Check the underlying task or conversation for its actual status.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.