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An action is a concrete next step Squad suggests off the back of an insight, “what to do, in order”. Most are plain tasks (“message engineering for an estimate”, “confirm the SSO scope”); some come with a chat prompt so you can start working them with Squad in one click. Actions are never forced into becoming documents. Turning one into a one-pager is a choice, not a requirement.
Actions

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What an action carries

Every action has an ID like AC-12. You’ll see it on cards, in search, and at the top of the detail page.

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Where actions appear

Actions show up in three places, and all three stay live. Start, complete, or reprioritise an action anywhere and every surface updates on its own:

Dashboard

The Prioritized Actions widget lists your highest-priority open actions across the workspace.

Actions page

The full list, reached from Actions in the sidebar.

Insight detail

Under Squad recommends, the actions suggested for that one insight.

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The Actions page

The list is grouped by tabs: All, Suggested, In progress, Done, and Dismissed. Rows are sorted by priority (P0 → P1 → P2). Each row shows the AC- ID, title, the source insight (IN-), a priority chip, a status chip, and the owner’s avatar. Use the search box (Search actions or AC-…) to filter by title or ID. You can act on a row without opening it:
  • Change Priority or Status inline from the chips.
  • Assign an Owner from the avatar cell.
  • The arrow button on the right is Start with Squad (or Continue with Squad once the action is in progress). It only appears while there’s something to work.
  • The ⋯ menu holds the rest: Mark done, Snooze 3 days, Dismiss, Generate PRD / Generate decision brief, jump to the linked insight or one-pager, and Copy the AC- ID.
Click anywhere else on a row to open the action’s detail page.

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The action detail page

Opening AC-12 gives you the full view: the Description, Why it matters, and a Notes editor you can type into freely. A right-hand Info panel lets you change Status, Priority, Effort, Category, and Owner, and shows what the action is Linked to. If an action isn’t linked yet, use the link picker there to attach an existing insight or one-pager. Two buttons sit below the panel:
  • Start with Squad (or Continue with Squad if the action is already in progress).
  • Create one-pager, which opens a menu to Generate PRD or Generate decision brief. This is hidden once the action has already produced a one-pager.
The ⋯ menu in the top corner mirrors the row menu.

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Statuses and the lifecycle

An action moves through four states:
Freshly proposed by Squad, waiting on you.
You’ve started it (or set it yourself).
Completed. It drops off the dashboard and the open lists, and the dashboard’s Actions completed count ticks up.
Set aside as not worth doing.
The lifecycle is Suggested → In progress → Done, with Dismissed available at any point. There’s no separate “drafting” state. Generating a one-pager is a command on the action, not a status.

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Starting, finishing, and dismissing

  • Start with Squad opens the chat, seeds it with the action’s prompt (with the action referenced), and sends it. Squad picks up the task with full context, and the action moves to In progress. Every action can be started; if it has no author-written prompt, Squad builds one from its title, description, and rationale.
  • Mark done completes the action.
  • Snooze 3 days tucks it away for a few days.
  • Dismiss removes an action that isn’t worth doing. On an insight, dismissed actions collapse under a Show dismissed toggle so you can still see what was passed over.

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Owners and assignment

Every action can have one owner. Click the avatar (on a row) or the Owner field (on the detail page) to open the member list, then pick someone, or choose Unassign to clear it. Unassigned actions show a dashed placeholder avatar. The owner’s face then follows the action everywhere it appears.

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Turning an action into a one-pager

When an action’s real job is a written artefact (a spec, a recommendation), you can have Squad draft one directly. Choose Generate PRD (product requirements) or Generate decision brief (a build/defer/research recommendation) from the row menu, the detail page, or the Squad recommends list. Squad drafts in the background. The action shows a Building… badge, then a green OP- badge linking to the finished draft. If drafting fails, you’ll see a Failed badge. Each action produces at most one one-pager. Once it has, the generate options disappear and the menu offers Open one-pager instead. See One-pagers for what happens next.

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Squad recommends (on insights)

On an insight’s detail page, the Squad recommends panel lists the actions tied to that insight, sorted by priority, each with its AC- ID and priority chip. If an insight has no actions yet, you can trigger Squad to rank and propose some; the panel shows a working state while it thinks, and fills in as actions arrive. Dismissed suggestions hide behind a Show dismissed toggle.

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Cookbook

From insight to done. Open a high-scoring insight, read its Squad recommends list, and pick the action that matters. Hit Start with Squad to hand it to the chat with full context. Work it through, then come back and Mark done. The action leaves your open lists. Clear the deck each morning. Open the dashboard, scan Prioritized Actions top to bottom, and triage: assign an Owner to the ones that belong to a teammate, Start the P0 you’ll tackle first, and Dismiss anything that’s no longer worth doing. Everything you touch updates across the app instantly. Draft a spec from an action. On an action whose job is to write something up, choose Generate PRD (or Generate decision brief). Watch for the Building… badge, then click the green OP- badge when it turns up to open and edit the draft. From there it’s a one-pager with full version history.