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The recommendations board shows every recommendation as a card in a column. The column is its status: where it sits in the workflow, from something new to review through to a result you have confirmed. You move a card by dragging it to another column.
The recommendations board with cards grouped into status columns

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Above the board

Two summaries sit above the columns:
  • The headline counts how your tracked recommendations are moving: how many stand higher than when they were raised, and how many stand lower.
  • The signals strip counts what the latest scan did: New signals it surfaced, Updated signals that changed, and Stable signals that held. Select one to filter the board to it.
Use the toolbar to switch between Board and Table, search, and filter by topic, owner or type.

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The statuses

1

Review now

Recommendations the latest scan surfaced, plus any tracked ones flagged for a fresh look. Approve the ones worth pursuing, or dismiss the rest.
2

Approved to track

Recommendations you have accepted. Progress is measured from the scan that raised each one, so approving sets the baseline.
3

Work underway

Recommendations where the action has gone live. Each scan re-reads where you stand on the question until you confirm the result.
4

Ready to confirm

Your standing has reached the target on two scans in a row since the work went live. Look at the evidence and confirm whether it worked.
5

Proven

Someone has confirmed the result: the work went live and your standing reached its target.
A sixth column, Archived, holds recommendations you declined at review or set aside later. Their history is kept, new scans no longer observe them, and they are counted nowhere. It stays hidden until you ask for it with the archived filter.

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Moving a card

Drag a card to the column you want it in. Onsomble only allows moves that make sense, and a card you drop somewhere it cannot go returns to where it was.
  • Drag from Review now to Approved to track to start tracking a recommendation.
  • Drag from Approved to track to Work underway once the action is live.
  • Drag from Ready to confirm to Proven to confirm the result.
  • Drag any active card to Archived to set it aside, and drag an archived card back to Review now to restore it.
Ready to confirm and Proven are partly earned, not just set. A card only becomes ready to confirm once the scans show your standing has held at the target, so you cannot drag a card straight into it before the evidence is there.

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Reading a card

Each card carries its topic and type, its title, where your standing sits on the ladder with the movement since baseline, and the confidence, impact and effort estimates. Open a card to see the full recommendation.

Reading a recommendation

Open a card to see the buyer question, the answers, the shortfall and the proposed work.

Tracking recommendations

Follow an approved recommendation across scans and record the work you do.