How-to
Review and act on insights
Filter the insight list, open an insight, and apply, schedule, postpone, or reject it.
Work through your recommendations on the List tab of Insights and record what you decide to do with each one. The other two tabs show the same insights by date: Calendar for what you planned (see Plan insights in the calendar) and Timeline for the data each insight is based on (see Read the insights timeline).
Find the insights you want
Section titled “Find the insights you want”- Select Insights in the navigation rail. The List tab opens by default.
- Use the filter bar to narrow the list. Pick a date range, choose a status from the Status dropdown (All or one status), and narrow further with the Channel and Priority dropdowns. When the Postponed status is selected, a row of postpone-reason chips appears underneath.
- Use the sort dropdown to switch between Newest first (the default) and Oldest first. Sorting and filtering work together — changing one keeps the other.
At the right end of the filter bar, Next insights: {weekday} tells you when the next batch is generated.
Above the list, the page shows:
- Open insights — the number of insights you have not acted on yet, with a one-line summary of how many you applied and scheduled in the period. Review open insights filters the list to the status New.
- Progress — a ring with the share of insights you have applied (applied divided by the total). It follows all filters.
- Needs attention — high impact — up to three open insights with high impact. Select one to open it.
- A bar with one count per status: New, Scheduled, Applied, Postponed, and Rejected. Select a count to filter the list to that status; select it again to clear the filter. These counts follow only the date filter, so selecting one does not change the numbers.
If nothing matches, the page shows No insights found. A project that has no insights yet shows the banner Your first insights arrive {weekday} instead, with the note “Insights are generated once a week from everything scanned in the previous seven days.”
Act on an insight
Section titled “Act on an insight”The actions and the Impact measurement section are not available to the Contributor role. With that role you can read insights and vote on them; ask a Team Member or Team Admin of the project to change a status.
- Select an insight to open its detail view. Use Previous and Next at the bottom to move through the list without closing it.
- Read Issue and Proposal, and check Related items for the data behind the recommendation.
- Choose one of the four actions:
| Action | What you enter | What it means |
|---|---|---|
| Apply | — | You implemented the recommendation. |
| Schedule | A date, under When should this happen? | You plan to do it on that date. |
| Postpone | A reason (Discuss, Later, Needs info, Other), an optional note, and an optional Revisit on date | You pick it up later. |
| Reject | An answer to Why is this not relevant? | The recommendation does not apply. |
To move a scheduled insight, select Schedule again, pick a new date under Reschedule to when?, and confirm with Reschedule. Use Remove from calendar to take it off the calendar.
GripIQ records every status change, with the old status, the new status, the reason, the note, and who made the change.
The reason and note you give are also used by the weekly analysis: a rejected or postponed theme does not return as a new recommendation unless that reason no longer holds. See How insights are generated.
Give feedback
Section titled “Give feedback”Use Vote helpful or Vote not helpful on an insight. Your feedback helps GripIQ make better and more relevant recommendations.
Measure the effect
Section titled “Measure the effect”The Impact measurement section appears on insights that point to a page (a URL). It compares four scores from 0 to 100: Performance, SEO, Accessibility, and Best practices.
- Before you act, select Record baseline, enter the page’s current scores and an optional note, and select Save.
- After the change, select Record follow-up and enter the new scores. The section then shows Before, After, and Change per score. Use New follow-up to record newer scores; the section always compares the baseline with the latest follow-up.
When you set an insight with a baseline to Applied, GripIQ adds a follow-up automatically. That follow-up copies the baseline scores, so record a follow-up with the new scores to see the real change.
From the Dashboard
Section titled “From the Dashboard”You can do the same from the Dashboard: open an insight from the Insights card, change its status (including scheduling with a date), and vote — without leaving the page. As on the Insights page, the Contributor role can vote but not change the status.