Overview, Needs you and Activity
Read a goal's progress, act on what needs you, follow the week's work, and see what the goal did day by day.
The Overview is the first page of every goal. From top to bottom it shows the goal and its progress, what needs you, the week's work and what the agent learned. Activity is the record of what the goal did.
The goal card
The card at the top holds:
- Goal with a pencil (Edit goal). The pencil opens setup in edit mode. See Edit the goal later.
- the goal sentence, with its Tracking line under it, such as "Tracking 10 qualified leads per week".
- Progress on the right, such as "6 / 10 qualified leads this week · On track". A goal without a number shows the plan's tasks instead, such as "3 of 8 tasks done".
- This week: a short summary of the week, written from the goal's work, with when it was last updated.
The state next to the number tells you how the period is going:
| State | Meaning |
|---|---|
| On track | The count keeps pace with the target, or a limit is being kept. |
| Behind | The count is under 80% of where it should be by now, once 40% of the period has passed. For a limit, it is over the limit. |
| Done | The target for the period is reached. |
| No reading yet | Nothing has been counted in this period. |
A week counts Monday to Friday, so a goal is never Behind on Monday morning. How to write a sentence the agent can track is in Write a good goal sentence.
If you change the goal after its plan was approved, the card says so, for example "The plan was approved 3 days ago, before the objective changed yesterday." Choose Replan to open edit mode and update the plan. A goal that has no sentence yet shows No goal yet and Set the goal.
Needs you
Needs you lists everything waiting on a person, one row each, with the decision in the row. The count next to the heading is the same number shown on the Overview row in the sidebar. When nothing waits, it says "You're caught up."
| Row | What it is | What to do |
|---|---|---|
| Approval | A connector call the agent wants to make, such as sending an email, with its details. | Approve or Deny. If no details were recorded, you can only deny. |
| Waiting on you | A session stopped for your answer. | Open it and answer. |
| Review | Work waiting for your review in the Review Center. | Open it and review. |
| Change request | A proposed change to the goal's files. | Review, then Approve to apply it or Request changes to send it back with a note. |
| Plan | A proposed plan, or an approved plan that never finished applying. | Review plan, then Approve plan or Request changes. A plan that did not finish shows Apply this plan. |
| Your task | A plan task the agent gave you, such as a login or a decision. | Do it, then Mark done. The row says how many tasks wait on it. |
| Suggestion | Older goals only: Turn on daily learning. | Turn on, or leave it. It never counts as waiting. |
Each row also says how long it has waited and, when a task or check-up gives one, when it is due. Finished work marked for your review shows here too. Questions the agent asks in Chat wait above the Chat composer instead. See Chat and runs.
Approve and make it a rule
On an approval row, the ⋯ menu (More choices) has Approve and make it a rule. It approves this call and adds a connector rule so the same action runs without asking from now on. You see, for example, "Approved. New rule: Gmail · send email runs without asking from now on." The option shows only if you can manage the goal's connector rules. See Approvals and autonomy.
Review Center
When the Review Center is on for the goal, which it is by default, a Review Center link sits next to the Needs you heading. It opens Brain › Review, one inbox for change requests, approvals and agent output.
Work
Work is the agent's work for the week. Switch between List and Board; the goal remembers your choice in this browser. Under the heading, one line sums up the plan, such as "2 of 6 done", with Open plan. When a new plan is proposed, the line offers Review proposed plan.
Both views use the same four groups, in this order:
| Group | What is in it |
|---|---|
| In progress | Tasks the agent is working on now. |
| Blocked | Tasks held back by unfinished tasks or by a recorded reason. |
| Planned | Tasks not started yet. |
| Done this week | What finished in the last seven days. |
Each row or card has one more line: what the agent last said about the task, why it is blocked, or who holds it. The list also keeps itself short: blocked tasks waiting on the same tasks share one row, and Done this week is one line you can open up. An empty week says "Nothing planned yet." with Plan the week.
Move a task
Select a task to open it in a drawer. It shows the description, owner, due date, what it depends on, and the linked session or change request. The footer holds the moves you make most:
| Action | What it does |
|---|---|
| Mark done | Moves the task to done. |
| Reopen | Moves a done task back to in progress. |
| Block | Asks "Why is it blocked?". A reason is required, because it is what the next run reads first. Then choose Block task. |
| Unblock | Moves a blocked task back to in progress and clears the reason. |
The Lane menu sets the task's status: Planned, Active (listed under In progress), Blocked, For review (listed under Needs you) or Done. Moving tasks needs permission to edit the goal. The agent moves tasks the same way as it works.
Learned this week
This section appears once the agent has learned something this week. Each item is marked Fact, Decision, Preference or Lesson. Everything it has learned opens Brain › Learning. See Learning.
The Delegation dial
The dial at the top of the Overview sets how much the agent does without asking:
| Position | What it means |
|---|---|
| Ask first | Every connector call waits for your approval before it runs. |
| Within policy | Your connector rules decide which calls run and which wait for you. |
| Act freely | Connector calls run without asking, writes and deletes included, unless a rule says otherwise. Connectors set to Ask before every use still ask. |
Under the positions, a line starting "Now:" says what the current rules actually do, with a link to edit them. Moving the dial needs permission to manage connectors. The same dial is in Settings › Autonomy. See Approvals and autonomy.
Activity
Activity in the sidebar is the goal's record, grouped by day. It opens on what was done: one line per piece of work, such as a request and everything the agent did for it, or one scheduled run. Small runs that changed nothing fold into a line such as "And 3 smaller things". Select a line that names a session or a change request to open it in place. Load earlier goes further back.
See every event opens the full log, with a filter:
| Filter | Shows |
|---|---|
| All | Every event. |
| Sessions | Sessions started, finished or failed, Chat turns, matched replies, feedback, failed deliveries and task board updates. |
| Runs | Scheduled runs, schedule fires, task runs and learning reviews. |
| Changes | Change requests opened, merged or closed, memory and skill edits, and background reviews. |
Back to what was done returns to the summary. If your deployment has no model to write the summary lines, Activity shows the full log straight away. The written summary of the week is on the Overview, under This week.