Filtering, searching and sorting plans

What this article covers

Action Plans is the board of every decision you have kicked off, plus the plan Verinode drafted for it: owners, due dates, progress. This article covers the controls at the top of that board, the search box, the urgency filter, and the sort order, plus what each filter bucket actually means and what you see when a bucket is empty. For what happens after you click Act on a decision, see Acting on decisions. For the decision workspace itself, the slide-over where a plan's steps live, see The decision workspace.

Where to find it

Open Action Plans from the sidebar, at /actions. The page subtitle reads "Every decision you've kicked off, owners, due dates, progress. The work in flight." Action Plans opens to the Gantt view by default and only ever shows decisions you have acted on or resolved: pending, parked, and ignored decisions live on the separate Decisions log, not here.

Two views sit behind a toggle in the top right of the filter bar: Gantt (the default, a timeline of steps) and Calendar (steps laid out by due date). Both read from the same filtered, searched, and sorted row set, so switching views never changes what is in scope, it only changes how it is drawn.

The filter bar

Reading left to right, the filter bar has: a search box, the urgency filter dropdown, a sort dropdown, and the view toggle.

Search

The search box reads "Search decisions…" and matches as you type against the plan's title and, when the decision is tied to a named record (a vendor, a client, a carrier), that record's name. There's no separate submit step, the board narrows on every keystroke. Clear the box to see everything the current urgency filter allows.

The urgency filter

The dropdown next to search is the plan-urgency filter. Unlike the Decisions log's status filter (Pending, Acted, Parked, Ignored, Resolved), Action Plans buckets by where a plan's next unfinished step sits relative to today, not by the decision's own status. Every option shows a live count in parentheses, and the counts always add up to the same base set: every plan you have acted on or that has resolved.

The buckets, in the order they appear:

• All, every acted-on and resolved plan, no urgency filter applied.
• Planning, Verinode is actively drafting a plan for this decision right now. This is the highest-priority bucket: it takes precedence over every other state, so a plan that just started generating shows up here even before it has any steps. It clears the moment the draft finishes.
• Ready to start, the plan has been drafted, it has steps, but you have not pressed Start in the workspace yet. Ready to Start.
• Overdue, the plan's next unfinished step has a due date earlier than today.
• Due today, the next unfinished step is due today.
• Due tomorrow, the next unfinished step is due tomorrow.
• Later, a catch-all for two different situations: a plan whose next step is due further out than tomorrow, and a plan that has not been started at all (no Ready to Start plan on file, or a plan with no steps yet). Both cases have nothing due today or tomorrow, so they sit together in Later rather than cluttering the earlier buckets.
• Completed, every step on the plan is checked off.

Due dates are computed from when you (or the plan) set the plan in motion plus each step's scheduled offset, so "Due today" and "Due tomorrow" are always relative to your own local calendar day, not a fixed clock time. Because the bucket is driven by the single next unfinished step, a plan only ever appears in one bucket at a time, once you complete that step, the plan re-evaluates against whatever step comes next.

Sort

The sort dropdown has two options:

• Newest first (the default), plans and decisions in the order they were most recently seen or updated.
• Biggest impact, ranks by estimated dollar impact, largest first. Decisions with a calibrated impact estimate (a real formula behind the number, not a flat placeholder) always rank above uncalibrated ones, so a modest but formula-backed number never gets buried under a bigger but hardcoded one.

View toggle: Gantt and Calendar

• Gantt shows every plan with steps on a timeline: started plans get the standard track, a plan still being drafted shows a "Planning" pill in the label cell with no track yet, and a drafted-but-unstarted plan shows a "Ready to start" pill the same way. The card fills the remaining space on the page and scrolls inside itself.
• Calendar lays the same rows out by due date instead. Plans with no due date yet (still Planning or Ready to Start) sit in a pending-plans strip above the calendar grid, so they don't disappear just because they haven't been anchored to a date.

Select and bulk-cancel

A Select button sits to the right of the view toggle (Gantt/Calendar view only). Clicking it swaps the board for a flat checklist of every in-flight plan and adds a caption: "Pick the plans you want to cancel. They close out as not completed and leave your active plans." Check one or more, then use Select all / Clear all to toggle the whole set. A bar pinned to the bottom of the screen shows how many are selected ("3 selected" or "No plans selected") with Done to exit and a Cancel button (reading "Cancel plan" for one, "Cancel N plans" for several) that opens a confirmation dialog before anything closes out. Only plans currently in flight are selectable here, resolved plans are already closed and are not offered.

1. 1Open Action Plans from the sidebar.
2. 2Use the urgency dropdown to jump straight to what needs you today, Overdue first, then Due today.
3. 3Search by name if you're looking for one client, vendor, or carrier's plan specifically.
4. 4Switch Newest first to Biggest impact when you want to work the largest dollar exposure first instead of the most recent.
5. 5Toggle Gantt and Calendar to see the same filtered set as a timeline or a due-date grid.
6. 6Use Select when you need to close out several plans at once, for example after a job falls through, rather than canceling them one at a time in the workspace.

Empty states

What you see when a filter or view has nothing to show:

• A filter combination with no matches (any view): "Nothing matches this filter."
• Later: "Nothing parked for later. Plans you don't act on today land here so you can pick them up next week."
• Due today: "Nothing due today. Steps scheduled for today land here as soon as a plan crosses their due date."
• Due tomorrow: "Nothing due tomorrow yet. Tomorrow's step list builds as the day rolls over."
• Overdue: "Nothing overdue. Steps past their due date land here so they don't slip."
• Planning: "No plans in the planning beat. New decisions you've accepted but not yet started will land here."
• Ready to start: "Nothing ready to start. Plans whose first step has come due will land here."
• Completed: "No completed plans yet. Plans you resolve land here so you can run a retrospective."
• Calendar view, nothing on the board at all: "No plans on the calendar yet. Action plans appear here as soon as you click Act on a decision. Each plan step lands on the day it is due."

None of these are broken screens. They mean exactly what they say: nothing in your business has crossed into that bucket yet. As you act on decisions and steps come due, the counts on the urgency dropdown update and cards move between buckets on their own.

Data sources