Workspace operation
Manage business work and pipeline state
Review the next best actions and move work through its lifecycle.
Before you begin
- Sign in to Eva and select the intended project.
- Use fictional records when practising; changes affect the selected business.
Starting screen: /dashboard
1. Review the dashboard
Open Dashboard and inspect Next best actions and Pipeline.
Expected result: The active project’s operating work is visible.
Confirm it worked: Check the project name before updating a task.
2. Attend a suggested action
Read the suggestion’s title and details, then click Attend [title] to accept responsibility.
Expected result: Suggestion attended. appears and the accepted item remains available for its next action.
Confirm it worked: Read the intended outcome before changing state.
3. Move its state
For work you have actually finished, use Complete [title]. The item moves to the Done pipeline column. To reschedule accepted work instead, drag its card to the intended pipeline column.
Expected result: Work item completed. appears and the Done column shows the item.
Confirm it worked: Do not mark Done until the actual business work is finished.
4. Verify persistence
Reload the dashboard and inspect the same item.
Expected result: The saved state remains.
Confirm it worked: The item appears in its updated column without duplication.
Troubleshooting and alternatives
An agent recommendation is not the same as a completed task. State changes should reflect actual business progress.
If a move fails, review feedback and connectivity before trying again.