Recommendations

Suggested next actions with source ids — you complete them on the owning console, not by ticking a shadow to-do ledger.

Nudges

A pointer, never a second backlog

Recommendations suggest next actions with source ids. Completing work still happens on tasks, approvals, staffing, or risks.

AI Intelligence → Recommendations Route /ai/recommendations Org flag recommendationsEnabled Managers · Executives · Admins with AI

Open a nudge, land on the source, do the work, then dismiss. Do not invent extra tasks only on this list.

Managers, executives, and admins with recommendationsEnabled. Scope still applies.

Scan, open one, act on source, clear the nudge.

After a briefing. A stale approval. A staffing gap. A risk with no owner.

ⓘ

Not My work

Assigned delivery stays on Task / TaskActivity. This page only points.

Open the recommendation, do the work on the entity.

flowchart TD
  A[Open Recommendations] --> B[Pick a suggestion]
  B --> C[Source console]
  C --> D[Act]
  D --> E[Dismiss / complete]

Recommendations are pointers with source references. My work is assigned Task/TaskActivity. This list is not a backlog and not an approval inbox.

1. Do not live in the list

Finish on the entity.

2. Insights vs recs

Cards explain; this list nudges an action.

3. Mask

No salary in the recommendation text.