Selecting and canceling plans

What it is

Action Plans is where the plans you've started sit while they're in flight: owners, due dates, steps, progress. Sometimes the right call on a plan isn't to finish it, it's to stop. Circumstances change, you pivot to a different approach, or you just step away from something that no longer matters. Selecting and canceling plans is how you close those out cleanly: no forced completion, no fake progress, just an honest "we're not finishing this one" recorded against the decision.

Verinode doesn't decide when a plan should end. You do. Canceling one plan or a whole batch takes the same two steps either way: pick which plans, pick why.

Where to find it

Open Action Plans from the sidebar, at iq.verinode.ai/actions. Near the top-right of the filter bar, next to the Gantt/Calendar view toggle, there's a Select button. Click it to enter select mode.

Entering select mode

Clicking Select swaps the Gantt or Calendar view for a flat, scrollable list of your in-flight plans, each one paired with a checkbox. The button itself relabels to Done while you're in this mode, and clicking it again exits select mode and clears whatever you'd checked, same as the Done button described below.

The search box and the due-date filter (Planning, Ready to start, Overdue, Due today, Due tomorrow, Later, Completed) above the list keep working while you're selecting. Narrow to Overdue first, for example, and only overdue plans show up as checkable, so you can clear out a specific pile without hunting through everything. The list also follows whatever sort you had picked, Newest first or Biggest impact.

Only plans you've actually acted on show up here. A plan that's still Pending, Parked, or already Resolved isn't a live plan to cancel, so it never appears in the select list, regardless of what the search or filter turns up elsewhere on the page.

The plan list and what each row shows

Above the list, a line of instruction: "Pick the plans you want to cancel. They close out as not completed and leave your active plans." If there's at least one plan to select, a Select all / Clear all link sits at the right of that line so you don't have to tap every checkbox individually.

Each row in the list shows:

• Domain label, a small copper, uppercase tag naming the business area the decision belongs to (Vendors, Clients, Carriers, Margin, and so on).
• Entity name, the vendor, client, or carrier the plan is about, if there is one, following the domain label after a middle dot.
• Title, the plan's headline, in bold.
• Progress, either "X of Y steps" if the plan has recorded steps, or "Not started" if it hasn't logged any progress yet.
• Impact, the plan's estimated dollar impact, right-aligned in copper, shown only when there's a positive number behind it.

Tapping anywhere on a row toggles its checkbox: an empty square when unchecked, a filled copper square with a checkmark when checked. The whole row tints faintly copper while selected, so a glance down the list tells you what's queued.

The bulk-cancel bar

Once you're in select mode, a bar pins to the bottom of the screen and stays there as you scroll. It reads how many plans you've picked, "3 selected," for example, or "No plans selected" if you haven't checked anything yet. Two buttons sit on the right:

• Done exits select mode and clears your selection, no confirmation needed, nothing is canceled.
• Cancel plan (one selected) or Cancel N plans (more than one) opens the Cancel Plan dialog. It's disabled until you've checked at least one row.

The Cancel Plan dialog

The same dialog handles both cases: canceling a single plan from its own workspace (the Cancel plan button next to Add to calendar inside a plan, see the decision workspace) and canceling a batch from the Action Plans select list. The title and copy adjust to match:

• One plan: "Cancel this plan?" with the note "This closes out as not completed. It moves to Resolved and leaves your active plans. You can start a fresh plan anytime."
• Several plans: "Cancel N plans?" with "These close out as not completed. They move to Resolved and leave your active plans. You can start fresh plans anytime."

1. 1Click Select on Action Plans, or Cancel plan inside a single plan's workspace.
2. 2If you're bulk-canceling, check the plans you want to close out (or use Select all).
3. 3Click Cancel plan / Cancel N plans to open the dialog.
4. 4Pick a reason. This is required, marked with a red asterisk, and the confirm button stays disabled until you've chosen one.
5. 5Optionally add a note.
6. 6Click the confirm button to close the plans out.

Reason (required)

Three plain-language options, each with a one-line hint under it:

• No longer relevant, "Circumstances changed. This plan is moot."
• Changed approach, "Going a different way. Dropping this plan."
• Abandoned, "Stepping away from this for now."

Note (optional)

A short free-text box, placeholder "Anything worth remembering about why," two lines tall. Nothing you type here is required; it's there so a reason like "changed approach" can carry the actual detail (what you switched to, or why) for anyone who reads the decision's history later, including you in three months.

Confirming

The confirm button reads "Cancel plan" or "Cancel N plans" to match the count, and shows a loading state while it submits. Pressing Escape, or clicking Keep plan / Keep plans, closes the dialog without touching anything.

If something goes wrong, an inline message appears above the buttons: a generic failure message, or, if every plan you picked turned out to already be closed, "Nothing to cancel." Either way nothing partial happens, the dialog stays open so you can adjust and try again.

What happens when you cancel

Once you confirm, each plan in your selection is closed out on its own, so one plan hitting a snag never blocks the rest of the batch:

• The decision moves to Resolved and drops off the Action Plans board, the Decisions log's Pending/Acted/Parked filters, and the Feed, all in the same pass.
• It's recorded as not completed, plain and simple, and your reason is kept against the decision: No longer relevant stays its own distinct reason, while Changed approach and Abandoned both land in the same "stopped working it" bucket, since to the record they read the same way.
• Whatever step progress the plan had racked up (say, 2 of 5 steps done) is kept for the record. It isn't treated as a failed plan, canceling is neither a win nor a miss, it's just a plan you chose to stop running.
• A quick confirmation notification lands: "Plan canceled: [plan title]" with the body "Closed out without completing. You can start a fresh plan anytime."
• Canceling still teaches Verinode something: the outcome counts as not-successful in the pattern it's building for future plans like this one, without touching any satisfaction rating, since you didn't rate it, you just closed it.

Empty states

If there are no in-flight plans to cancel, select mode shows: "No active plans to cancel. Plans you've started in flight show up here." This is the same wording whether you've never started a plan yet, or every plan you'd started has already been completed, canceled, or is still sitting Pending/Parked and hasn't been acted on.

Best-practice example

You kicked off a plan two weeks ago to renegotiate rates with a vendor after a margin decision flagged them as expensive relative to peers. Since then, that vendor got acquired and their whole pricing sheet changed, so the plan's talking points don't apply anymore. Rather than let it sit half-finished on your board, or worse, mark two steps done that were never really done, open Action Plans, click Select, check that one plan, click Cancel plan, and choose No longer relevant with a short note: "Vendor acquired, renegotiated under new ownership instead, see new plan." It closes out honestly, drops off your board, and the real work (the new negotiation) gets its own clean plan.

Related reading

• The decision workspace, where a single plan's own Cancel plan button lives, alongside Add to calendar and the rest of the plan's controls.
• Acting on decisions, for Act, Park, and Ignore, the other ways a decision moves through its lifecycle before it ever reaches a plan worth canceling.
• The Feed, for where these decisions first surface before you act on any of them.