Questions and ideas often come before a decision. The assistant keeps these thoughts separate from the instructions that already apply to planning.
Capture thoughts and tasks
Under Tasks in the dashboard, record a thought, question, improvement, or action. An assignee and due date are optional. A task can relate to the fair, an edition, a catalogue item, or a plan.
For example, “Check whether we should use this newsletter again next year” records a question. It does not automatically exclude the channel.
Use Open, In progress, Done, and Dismissed to track work. Record the outcome and link a resulting saved plan where appropriate.
Turn decisions into instructions
The brief holds agreed instructions for an edition. A reusable preference or rule can become a memory. Review its scope, validity, and approval status.
A draft rule does not apply automatically. Task text also does not change a brief or an approved rule.
If your team agrees on an exclusion, have it recorded and approved as the appropriate instruction. Free-text instructions still need human review; supported structured exclusions are checked automatically.
Coordinate concurrent changes
If someone edits a task while you are changing it, the dashboard reports a conflict. Load the latest saved version and reconcile it with your draft. This prevents silently overwriting another person’s notes.
A new confirmed brief affects future planning. Saved plans keep their original inputs. Save a new plan when the recommendation changes.
Roles and access
Viewers can read saved information and download available recommendation workbooks. Editors can also write planning data through the assistant and edit dashboard tasks. Administrators manage users and access.
Find your own sessions and connected agents under Sessions in the account menu. You can end connections you no longer need. Contact the administrator when a required permission is missing.