Tasks and calendar
Create and inspect tasks with owner, priority, due date, status and supporting context. Use the working list or calendar to review what needs attention.
Action Center
Give the next step an owner and a place to be reviewed.
Coordinate tasks, review items and linked work with the context, owner, priority and timing needed for a clear handoff.
ContextState the request and what completion means.
ReviewChoose the owner and timing; inspect required approvals.
Follow-throughCheck task progress and the source or delivery result separately.
Make the request specific enough to act on.
Create work from an agreed decision or review an existing task. Keep the supporting context attached and distinguish a task that is assigned from an action completed in another system.
Feature functionality
Inside Action Center.
Comments and activity
Keep discussion and progress with the work so the next reviewer can understand the request and its history.
Review queue
Inspect supported studio approval requests and the current asset before recording a decision. A task or export does not replace approval of the current content.
Linked intelligence-loop work
Keep work linked to its Insights case so the owner can see the evidence, decision and intended result. Review the business outcome against its agreed metric, direction and measurement window.
Task assignment does not automatically send a message, publish content or update an ERP. Provider actions require their specific configuration and authority. A completed task alone does not establish a measured business improvement.
How the work moves
Define · Assign and review · Follow through
Define
State the request and what completion means.
Assign and review
Choose the owner and timing; inspect required approvals.
Follow through
Check task progress and the source or delivery result separately.
Discuss Action Center
Bring the question your team needs to answer.
Walk through the relevant sources, review steps and supported handoff for your action center workflow.