Work Board
Savings only happen when someone acts. The Work Board turns findings and recommendations into assignable items with owners and states — optimization as a managed process.
Assigning work
Section titled “Assigning work”- From Analysis Findings (or the board itself), assign a finding to a member.
- The assignee is notified — a badge appears on their Work Board nav item and an entry in the notification bell.
- The item appears on the board with state Not started.
Workflow states
Section titled “Workflow states”Items move through Not started → In progress → Completed. The board can be filtered by state, assignee, and “Assigned to me”.
Who can do what
Section titled “Who can do what”| Role | Can assign | Can change state |
|---|---|---|
| Owner / Admin / Contributor | Yes | Any item |
| Reader | No | Their own items only |
Readers get a working queue without broader edit rights — they land on “Assigned to me” by default and can progress their items through the workflow.
Why it matters
Section titled “Why it matters”Leadership sees a pipeline of savings being realized, not just identified — every finding has an owner, a state, and a history.