Review Changes from the client's Changes page. Use status, timing, categories, linked Tasks, and Guide presentation together so the recommendation list remains current and useful.

Use By Grouping to review one category at a time. Use By Timing to prepare upcoming work by target-date horizon.

Filter by All, Not Completed, or Completed and choose the applicable horizon. Select Show hidden when you need to inspect hidden categories.

For each open recommendation, confirm the source facts, intended outcome, description, category, target date, linked Task owners and due dates, and client-facing presentation.

Update or delete a stale recommendation. Do not mark it complete only to clear the list.

Select Mark change done when the financial outcome or decision is confirmed.

Completing a Change does not automatically complete its linked Tasks. Completed Changes remain available with the Completed filter.

Clients can also mark a visible Change complete in a Guide. Write client-facing Changes as outcomes the client can recognize before enabling that interaction.

Use Delete change when the record should not remain as a recommendation or historical item.

Deleting a Change does not delete its linked Tasks. Kerdora keeps the Tasks in the task list and removes their link to the deleted Change. Review those Tasks afterward and complete, update, or delete each one based on the work that remains.

Deletion is different from completion and cannot be used as a substitute for confirming the outcome.

Select View insights and review To review, Added to Changes, and Dismissed. Confirm each finding's source before adding it to Changes or dismissing it.

Restoring an item from Added to Changes removes the linked Change that was created from that finding. Review the linked recommendation before restoring it.

Plan Cleanup is separate. Correct material source-data problems before interpreting an Insight that depends on them.

The final list should tell the client what is changing and tell the team what work remains.