Action Plans on mobile

What Action Plans is

Action Plans is where the decisions you have acted on, or are about to act on, live as working plans. It is the mobile twin of the desktop decision workspace: a place to see every plan in flight, check which step is due next, check steps off, and pull up the exact email, memo, or checklist template for the step you are on, all without opening a laptop. Verinode does not decide anything here. It reads the decisions you have taken from the Feed, structures the work into steps, and drafts the templates. You run the plan.

Every plan in this workspace traces back to a single decision, the same one you saw as a card in the Feed or picked up from Decisions. Acting on a decision (see acting on decisions) is what creates its Action Plan tile here.

Where to find it

Tap Actions on the right side of the bottom tab bar (the other tab is Decisions; Feed sits on the left). This opens /m/business/actions, and the top bar reads Action Plans. A Feed link with a back-arrow sits above the header row, in case you tapped in from a decision and want to return to where you started.

The two views

A view toggle sits at the top of the page, next to the Select button: List and Month. List is the default.

List view

List view is a filter bar plus a vertical stack of plan tiles, one tile per decision.

Filter bar. A row of pills, each with a count:

• All, every plan in the workspace.
• Overdue, plans whose next step's due date has passed.
• Today, plans whose next step is due today.
• Tomorrow, plans whose next step is due tomorrow.
• Not started, plans that either have no structured plan yet or have one that has not been started (no Start plan tap yet, no step checked off).

Tap a pill to filter the stack to just that group; tap All to clear it. The active pill fills with its tone color, copper for Today, red for Overdue, steel blue for Tomorrow, and shows the count at reduced opacity next to the label.

Plan tiles. Each tile is a single liquid-glass surface, tinted with a faint hue that varies by the domain the decision came from (vendor, margin, team, safety, and so on), so a stack of several tiles still reads as a varied set rather than a wall of identical cards. Top to bottom, a tile shows:

• A domain kicker (e.g. "Vendor," "Margin," "Team," "Compliance") and, if the decision is tied to a specific vendor, client, carrier, or piece of equipment, that entity's name after a middle dot.
• The plan's title, and if the decision carries an estimated dollar impact, that figure at the right in large copper type, abbreviated ($45k, $1.2M) for anything at or above a thousand dollars.
• A hairline separator, then either:

- The next open step: a status dot and label (Overdue in red, Today in copper, Tomorrow in steel blue, Upcoming in green, or Not started in muted gray), its due date if the plan has been started, and the step's title. - "Open the plan to draft your steps with the agent", when the decision has no structured plan yet. - "All steps completed, record the outcome" in green, when every step is checked off and the plan is waiting on you to log what happened.

• A footer with progress ("3 of 6 steps," or "No plan yet") on the left and Open with a chevron on the right.

Tap anywhere on a tile to open its full plan in the detail deck (below).

Select mode. Tap Select in the header (only shown when the list has plans) to enter multi-select. Filter pills hide, each tile gets a checkbox in its top-right corner, and tapping a tile toggles selection instead of opening it. A sticky bar appears at the bottom reading "Select plans" or "N selected," with a red Cancel plan / Cancel N button that opens the same cancel sheet used for a single plan (see Canceling a plan below), applied to every plan you checked. Tap Done in the header to exit select mode.

Empty states. If you have no plans at all, the page shows a faded Verinode mark and:

No action plans in flight Plans appear here when you act on a decision. Open the Decisions tab to pick the next one.

with an Open Decisions button. If you have plans but the active filter matches none of them, you get a shorter message, "No overdue plans right now," "No plans due today right now," and so on, with a Show all link back to the unfiltered list.

Month view

Month view is an Apple-Calendar-style grid: a month header with previous/next arrows and a Today shortcut, a Sunday-start weekday row, and a 5- or 6-row day grid. Each in-month day that has a step due shows up to three small colored dots underneath the date, one per distinct status present that day (same color coding as the list view: red overdue, copper today, blue tomorrow, green upcoming, gray unstarted, and completed steps don't get a dot here since they've already been handled). Days outside the current month are dimmed.

Tap any day to select it. Below the grid, a header repeats the full date and, if steps are due, a count ("· 3 steps"); the list underneath shows one row per due step, each with its domain kicker, entity name, step title (struck through and dimmed if already completed), and the parent plan's title, tapping a row opens that plan in the detail deck. If nothing is due that day, it reads "Nothing due this day." Month view indexes across every plan regardless of any filter set in List view, since it is its own lens on the calendar.

The plan detail deck

Tapping a tile (in either view) opens the full plan in a full-screen overlay, the same swipeable liquid-glass deck used across the mobile app: swipe left or right to move to the next or previous plan in the current list without closing the deck, or tap the X or backdrop to close. Inside, everything flows flat on the deck's glass, no inner card frames.

Header. Domain kicker and entity name, the plan's title, and, if there's an estimated impact, "$X estimated impact" in copper beneath the title.

Action row:

• Plan with Verinode, always present, opens the IQ agent bound to this same decision. This is the same thread that continues on the desktop /decisions/<id> workspace, start it on your phone in the yard and pick it back up at your desk, or vice versa.
• Start plan, shown only when the plan has structured steps and hasn't been started yet. Tapping it anchors the plan's timeline to today, so every step's day-offset now has a real due date.
• Cancel plan, always present, in red. Opens the cancel sheet (see below).

Steps. If the plan has structured steps, a "Steps" subheader introduces a flat, hairline-separated list. Each row has:

• A checkbox circle on the left. Tap it to mark the step complete or reopen it; it fills green with a checkmark when done, and the step's title gets a strikethrough at reduced opacity. Toggling refreshes the page's server data behind the scenes.
• The step's status label and due date (once the plan is started), then the step's title.
• A chevron on the right that expands the row in place to show:

- The step's description, if it has one. - Highlights, a bulleted list of short call-outs, each optionally led by a bold sub-title. - Any templates attached to that step (see below).

If the decision has no structured plan at all, the deck shows instead: "No structured plan yet. Tap Plan with Verinode and the agent will draft the steps and templates for you."

Templates. A template is a ready-to-use piece of communication attached to a step, an email, survey, memo, checklist, talking points, call script, or playbook (unrecognized types fall back to a humanized label). Each template row shows its kind badge, its title, a "Subject:" line if it's an email, and a scrollable preview of its content. Three actions can appear beneath it, depending on the template:

• Copy, always available, copies the content to your clipboard (with the subject line prepended for email templates) and flips to "Copied" for a moment as confirmation.
• Email, shown for email-shaped templates, opens your phone's native mail composer with the recipient, subject, and body pre-filled.
• Send as survey, shown when the template carries a multi-question survey spec, jumps to the Forms composer with those questions pre-loaded so you can send it out or run it as a self-audit.

Outcome. Beneath the steps, an "Outcome" block appears once you have acted on the decision (it stays hidden for plans you haven't started acting on). It tracks the same Execute → Monitor → Verify lifecycle as the desktop workspace, three phases:

• Executing, while steps are still open: "Outcome tracking opens once the steps are done. Finish the work and IQ starts measuring whether the metric moved."
• Measuring results, once every step is checked off: you can tag the outcome as Worked, Mixed, Too soon, or Didn't work, optionally enter a realized dollar figure (with your original estimated impact shown as a placeholder) and a note, then either Log update (for Mixed / Too soon) or Confirm & close out (for the terminal outcomes, Worked or Didn't work). You can also Add evidence, attaching a document or photo IQ will read for a proposed dollar figure you then confirm or dismiss. Every entry you or IQ add shows up in an Evidence timeline below, tagged You, Document, Email, or IQ verified.
• Verified, once you've closed it out: shows the recorded outcome, the realized dollar figure per year if one was captured, the date it was verified, and the same evidence timeline.

Canceling a plan

From either the single-plan Cancel plan button or the multi-select bulk-cancel bar, a bottom sheet asks you to confirm and pick a reason: No longer relevant (circumstances changed), Changed approach (going a different way), or Abandoned (stepping away for now), with an optional note. Confirming closes the plan out as not completed; it does not touch any other active plan. This is a genuinely manual, deliberate action, nothing gets canceled automatically.

What's driving the numbers

Action Plans pulls from the same decision log that feeds the desktop decision workspace: plans that are in progress or already acted on, plus the plans recommended next, sorted with overdue plans first, then plans due today, then tomorrow, then everything else by how soon its next step falls due (unstarted plans are ranked behind all of those, by severity and estimated impact). The impact dollar figure on a tile or in the detail header is the same estimated-impact figure Verinode surfaces on the underlying decision, not a peer benchmark and not something the mobile app recalculates independently.

Data sources