Add a Change when you have decided that the client plan should change. You can add it inline in a category on the Changes page, use the global Add change control, or convert an Insight.
Add a Change inline
Open the client and select Changes in the Planning section of the sidebar.
Find the category where the recommendation belongs.
Select New change.
Enter the recommendation in the new blank row.
Use Set target date when the Change needs a target.
New change creates the blank Change immediately; there is no separate confirmation button for this inline path. If you leave the new row empty and move away, Kerdora removes the empty item.
Use the global Add change control
Use the global Add change control when you identify a recommendation while working elsewhere in the client.
Select Add change.
Choose a Category.
Enter the Description.
Set an optional Target date. Leaving it blank places the Change in the default near-term horizon.
Select Add.
This path requires both a category and description before Add becomes available.
Add a Change from Insights
Open the client Changes page and select View insights.
Open the finding and review its source.
Select Add to Changes.
Choose a visible Change category.
Edit the client-facing description and optional target date.
The finding moves to Added to Changes, and the created Change becomes the recommendation you manage going forward.
Write a useful description
A strong Change tells the client what should change, which account, policy, person, or decision is affected, why it matters, and what target or timing applies.
“Review insurance” is hard to complete. “Apply for $1 million of 20-year term coverage for Jordan after confirming underwriting” is reviewable.
Do not include credentials, full account numbers, or unnecessary personal data.
Add linked Tasks
Select + task or Add a task for this change to create a new Task linked to the Change. Choose the assignee and due date from the Task row.
The control creates a new linked Task. It does not attach an existing standalone Task.
After creating the Change, confirm its category, target date, linked Tasks, and Guide presentation. Update or delete a stale recommendation rather than leaving it in a client deliverable.