Managing Recommendation Status

Why Track Status?

Managing recommendation status helps you:

• Know what's been done vs what's pending
• Prioritize your workload
• Track team progress
• Measure completion over time

Status Options

New

Meaning: Fresh recommendation, not yet reviewed or actioned.

When to use:

• Recommendation just generated
• Haven't decided what to do with it yet

In Progress

Meaning: Actively working on this recommendation.

When to use:

• Writing content
• Conducting outreach
• Research underway
• Assigned to team member

Completed

Meaning: Action fully taken, recommendation addressed.

When to use:

• Content published
• Link acquired
• Page optimized and live
• Goal achieved

Dismissed

Meaning: Decided not to pursue this recommendation.

When to use:

• Not relevant to your business
• Already covered elsewhere
• Too much effort for value
• Competitor-specific, not for you

Updating Status

Individual Recommendations

1. Navigate to Content Plan or Link Building Plan
2. Click on a recommendation card
3. Find the status dropdown
4. Select the new status
5. Changes save automatically

Bulk Updates

For multiple recommendations:

1. Select recommendations using checkboxes
2. Click the bulk action menu
3. Choose "Update Status"
4. Select the target status
5. Confirm the change

Filtering by Status

Using Filters

At the top of the recommendations page:

1. Click the "Status" filter
2. Select one or more statuses
3. View only matching recommendations
4. Combine with other filters (priority, effort)

Common Filter Views

Workflow Best Practices

Regular Review Cadence

Daily: Update In Progress items Weekly: Review New items, plan next actions Monthly: Review Completed, analyze patterns

Team Workflow

If working with a team:

1. Manager reviews New recommendations
2. Assigns items (moves to In Progress)
3. Team members update status as they work
4. Completed items reviewed in team meetings

Avoiding Status Sprawl

Prevent too many "In Progress" items:

• Limit active items to what's realistic
• Complete before starting new
• Use "New" as a backlog
• Review and dismiss irrelevant items

Tracking Progress

Status Dashboard

The platform shows:

• Count by status
• Completion percentage
• Progress over time
• Team activity

Measuring Completion Rate

Track what percentage of recommendations you complete:

• High completion = recommendations are actionable
• Low completion = may need better prioritization

Correlating to Results

After marking Completed:

• Monitor visibility changes
• Note 2-4 week delay for impact
• Track which completions drove results

When to Dismiss

Legitimate Reasons to Dismiss

• Not relevant: Topic outside your business
• Already done: You already have this content
• Too competitive: Can't realistically win
• Low ROI: Effort exceeds potential value
• Duplicate: Similar to another recommendation

Don't Dismiss Prematurely

Avoid dismissing just because:

• It seems hard (might be worth it)
• You don't understand it (research first)
• It's not urgent (prioritize, don't dismiss)

Dismissal Notes

When dismissing, optionally add a note:

• Why you dismissed
• Alternative approach taken
• Future reconsideration date

Re-Activating Recommendations

Changing from Dismissed/Completed

If circumstances change:

1. Find the recommendation
2. Change status back to New or In Progress
3. Continue working on it

When to Re-Activate

• Dismissed item becomes relevant
• Completed item needs updating
• Strategy shift makes old items valuable

Status and Analytics

What Counts as "Done"?

For reporting purposes:

• Completed = 100% credit
• Dismissed = Tracked but excluded from completion rate
• In Progress = Work in progress
• New = Pending action

Team Performance

Track team metrics:

• Recommendations addressed per week
• Average time in each status
• Completion vs dismissal ratio

Next Steps

• Taking Action on Recommendations
• Link Building Plan Overview