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Business Process OutsourcingTop 10 Best Action Plan Software of 2026
Top 10 Action Plan Software ranked in a comparison of monday.com, Asana, and Trello. Compare picks and choose the best action plan tool.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
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Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
monday.com Work Management
Timeline and dependency management with updates that follow status and task changes
Built for teams planning and tracking cross-functional work with visual automation.
Asana
Rules automation for assignments and due dates based on task status and field changes
Built for cross-functional teams managing action plans with workflows, dependencies, and dashboards.
Trello
Automation-powered Butler rules that update cards and trigger actions across boards
Built for teams needing visual action plans with lightweight workflow tracking.
Related reading
Comparison Table
This comparison table matches action plan software options, including monday.com Work Management, Asana, Trello, ClickUp, Wrike, and others. It highlights key differences in task planning, workflow automation, reporting, and collaboration so teams can narrow down the best fit for tracking initiatives and accountability.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | monday.com Work Management Work management platform that plans action items with customizable boards, owners, deadlines, automations, and reporting for outsourced business processes. | all-in-one | 8.7/10 | 9.0/10 | 8.7/10 | 8.2/10 |
| 2 | Asana Task and project management tool that runs action plans with timelines, dependencies, dashboards, and workflow automation across BPO teams. | project-based | 8.1/10 | 8.6/10 | 8.2/10 | 7.5/10 |
| 3 | Trello Kanban-based action planning tool that tracks work items through lists, due dates, assignees, and rules-driven automation. | kanban | 7.7/10 | 7.8/10 | 8.7/10 | 6.7/10 |
| 4 | ClickUp Action planning and execution platform that manages tasks, goals, workflows, and dashboards with nested structures for BPO operations. | execution | 8.2/10 | 8.7/10 | 7.9/10 | 7.7/10 |
| 5 | Wrike Work management system that coordinates action plans with proofing, approvals, workload views, and real-time reporting. | enterprise | 8.1/10 | 8.4/10 | 7.9/10 | 7.8/10 |
| 6 | Smartsheet Spreadsheet-style action plan software that supports structured workflows, approvals, dashboards, and automated reporting for outsourced work. | spreadsheet-workflows | 8.1/10 | 8.6/10 | 7.6/10 | 7.9/10 |
| 7 | Jira Software Issue and workflow tracking tool used to manage action plans as tickets with custom workflows, SLAs, and dashboards. | workflow-automation | 8.1/10 | 8.4/10 | 7.8/10 | 8.0/10 |
| 8 | Microsoft Planner Task planning capability that assigns action items, sets due dates, and tracks progress within Microsoft 365 collaboration spaces. | microsoft-suite | 8.1/10 | 8.1/10 | 8.7/10 | 7.4/10 |
| 9 | Google Sheets Collaborative spreadsheet tool that supports action plan tracking using forms, data validation, and structured filters for operational handoffs. | sheet-based | 8.2/10 | 8.4/10 | 8.8/10 | 7.3/10 |
| 10 | Quire Hierarchical task management tool that structures action plans in nested lists and supports recurring tasks for operational execution. | simple-task | 7.5/10 | 7.6/10 | 7.9/10 | 6.8/10 |
Work management platform that plans action items with customizable boards, owners, deadlines, automations, and reporting for outsourced business processes.
Task and project management tool that runs action plans with timelines, dependencies, dashboards, and workflow automation across BPO teams.
Kanban-based action planning tool that tracks work items through lists, due dates, assignees, and rules-driven automation.
Action planning and execution platform that manages tasks, goals, workflows, and dashboards with nested structures for BPO operations.
Work management system that coordinates action plans with proofing, approvals, workload views, and real-time reporting.
Spreadsheet-style action plan software that supports structured workflows, approvals, dashboards, and automated reporting for outsourced work.
Issue and workflow tracking tool used to manage action plans as tickets with custom workflows, SLAs, and dashboards.
Task planning capability that assigns action items, sets due dates, and tracks progress within Microsoft 365 collaboration spaces.
Collaborative spreadsheet tool that supports action plan tracking using forms, data validation, and structured filters for operational handoffs.
Hierarchical task management tool that structures action plans in nested lists and supports recurring tasks for operational execution.
monday.com Work Management
all-in-oneWork management platform that plans action items with customizable boards, owners, deadlines, automations, and reporting for outsourced business processes.
Timeline and dependency management with updates that follow status and task changes
monday.com Work Management stands out for its visual boards that turn action planning into trackable workflows. It supports task dependencies, timelines, recurring work, and custom statuses so teams can manage plans from ideation to delivery. Automation rules connect triggers like status changes to updates across boards, reducing manual coordination. Reporting dashboards help teams monitor plan progress, bottlenecks, and ownership at a glance.
Pros
- Highly configurable boards with custom fields, statuses, and views
- Powerful workflow automations for moving work based on triggers
- Robust planning tools with timelines, dependencies, and recurring actions
- Dashboards and reporting for tracking progress and work distribution
Cons
- Advanced governance takes setup effort for large, multi-team workspaces
- Complex workflows can become hard to standardize across many boards
- Integrations require careful mapping for consistent data across systems
Best For
Teams planning and tracking cross-functional work with visual automation
More related reading
Asana
project-basedTask and project management tool that runs action plans with timelines, dependencies, dashboards, and workflow automation across BPO teams.
Rules automation for assignments and due dates based on task status and field changes
Asana stands out for turning action planning into collaborative work management with configurable workflows and structured task intake. Core capabilities include project views like timelines and boards, task dependencies, assignees, due dates, and recurring work. Action planning is strengthened by automations such as rules for assignment, status updates, and due date changes tied to triggers. Reporting supports progress tracking through dashboards and workload views for portfolio-level visibility.
Pros
- Timeline and board views make action plan structure immediately readable
- Task dependencies support sequencing across multi-step initiatives
- Rules automate assignments and status changes based on task triggers
- Dashboards and portfolio views expose progress and bottlenecks
- Forms convert requests into tasks with consistent fields
- Integrations connect work to chat, docs, and other business tools
Cons
- Complex workflow setups can feel rigid compared with custom process tools
- Cross-team reporting can require careful field standardization to stay accurate
- Very large plans may slow navigation without strict naming conventions
Best For
Cross-functional teams managing action plans with workflows, dependencies, and dashboards
Trello
kanbanKanban-based action planning tool that tracks work items through lists, due dates, assignees, and rules-driven automation.
Automation-powered Butler rules that update cards and trigger actions across boards
Trello stands out with board-based visual planning that turns action steps into movable cards. Teams can assign owners, set due dates, and track progress with column workflows like To Do, Doing, and Done. Built-in checklists, comments, and file attachments keep execution details close to each task. Power-ups and automation rules extend the boards for integrations and repeatable update actions.
Pros
- Boards and cards make action plans immediately visible to everyone
- Checklists, due dates, and assignments keep execution steps organized
- Automation rules reduce manual card updates across workflow states
- Power-ups add integrations like calendar, forms, and analytics views
- Comments and attachments centralize decision context per action step
Cons
- Complex dependencies and critical-path planning require external workarounds
- Reporting depth lags behind dedicated project portfolio and PM platforms
- Workflow governance can get inconsistent across boards at scale
Best For
Teams needing visual action plans with lightweight workflow tracking
More related reading
ClickUp
executionAction planning and execution platform that manages tasks, goals, workflows, and dashboards with nested structures for BPO operations.
Automations that trigger across tasks, statuses, and due dates to enforce plan steps
ClickUp stands out with highly configurable task views and workflow templates for building action plans across many teams. It combines tasks, custom fields, dashboards, and goal tracking so action items stay connected to outcomes. Advanced automations, dependencies, and reporting support repeatable planning cycles without heavy admin overhead. Collaboration features like comments, mentions, and document-style pages help teams execute plans inside one workspace.
Pros
- Multiple planning views including Gantt, Kanban, and workload for action-plan visibility
- Custom fields and statuses support bespoke action tracking without external spreadsheets
- Automations and dependencies reduce manual follow-ups for multi-step plans
- Dashboards and reports connect tasks to goals and recurring execution metrics
- Templates speed up repeatable planning structures across teams
Cons
- Configuration complexity increases setup time for teams needing consistent plans
- Reporting and hierarchy controls can feel dense for lightweight planning workflows
- Cross-team permissions and governance take careful setup to avoid clutter
Best For
Teams building recurring action plans with flexible views and automation
Wrike
enterpriseWork management system that coordinates action plans with proofing, approvals, workload views, and real-time reporting.
Wrike Automation with rule-based triggers across tasks, statuses, and custom fields
Wrike stands out with work management built around customizable workflows, reusable templates, and flexible request intake for action planning. Teams can plan initiatives with tasks, dependencies, milestones, and automated status updates across dashboards and reports. Strong collaboration features include comments, approvals, and activity history linked to work items.
Pros
- Customizable workflow automation that maps directly to action plan stages and rules
- Cross-project dashboards and reporting for consistent initiative tracking
- Dependencies, milestones, and timeline views support practical execution planning
- Approvals and structured intake reduce ad hoc planning and missed steps
Cons
- Advanced configuration can feel heavy without defined workflow standards
- Reporting customization requires more setup to match every team’s exact metrics
- Complex permissioning models add overhead for multi-team organizations
Best For
Mid-size teams managing multi-workstream action plans with automation and reporting
Smartsheet
spreadsheet-workflowsSpreadsheet-style action plan software that supports structured workflows, approvals, dashboards, and automated reporting for outsourced work.
Automations and sheet-to-sheet workflows that update tasks and statuses automatically
Smartsheet stands out for turning spreadsheet familiarity into structured action planning with configurable workflows. It supports task assignment, status tracking, dependency mapping, and automated updates across sheets so teams can run initiatives in a single workspace. Reporting and dashboards can be built from live plan data, and versioning plus audit history helps teams review changes to the action plan over time. The solution also integrates with major work tools, which helps keep execution details connected to communications and documentation.
Pros
- Spreadsheet-based planning with strong task and status workflow controls
- Automations update dependent fields across sheets for consistent execution tracking
- Dashboards and reporting reflect plan progress in near real time
- Gantt views support dependencies and scheduling without leaving the platform
Cons
- Complex automation and formulas can become difficult to troubleshoot
- Large portfolios require careful structuring to keep performance and usability
Best For
Teams running multi-department action plans with spreadsheet-like workflows
More related reading
Jira Software
workflow-automationIssue and workflow tracking tool used to manage action plans as tickets with custom workflows, SLAs, and dashboards.
Workflow automation rules that update fields, transitions, and notifications based on triggers
Jira Software stands out for turning initiative planning into traceable work using configurable workflows and issue types. Action planning is supported through epics, stories, and tasks with status transitions, dashboards, and reports that connect execution back to goals. Team collaboration is built in via comments, mentions, and approvals, with automation rules to keep plans moving as work changes. Strong integrations with Jira Product Discovery, Jira Service Management, and development tools support end to end planning for product and engineering teams.
Pros
- Configurable workflows map plans to real execution stages.
- Robust reporting ties progress to epics, releases, and roadmaps.
- Automation reduces manual updates across issue status and fields.
- Strong integration with development tools for traceability.
Cons
- Setup and customization can become complex across many projects.
- Planning requires careful issue model design to avoid clutter.
- Advanced board and report tuning takes time for administrators.
Best For
Engineering and product teams managing traceable, workflow-driven action plans
Microsoft Planner
microsoft-suiteTask planning capability that assigns action items, sets due dates, and tracks progress within Microsoft 365 collaboration spaces.
Buckets for organizing tasks within each plan
Microsoft Planner stands out for its lightweight, board-style task planning that integrates with Microsoft 365 groups. It supports creating plans, assigning tasks, due dates, and bucket-based organization with progress views that make action status easy to scan. Teams can use task assignments linked to user accounts and collaborate through comments, attachments, and activity updates within the plan context. Its planning model stays simple and does not replace full project management for complex dependencies or advanced reporting.
Pros
- Board and bucket layouts make action plans visually navigable
- Task assignments, due dates, and checklists support day-to-day execution
- Microsoft 365 collaboration features surface updates and task-related context
- Planner tasks link cleanly into Microsoft Teams for in-workstream visibility
Cons
- Limited support for task dependencies and critical path planning
- Advanced portfolio reporting and analytics are not Planner’s strength
- Workflow automation options are minimal compared with dedicated project platforms
- Large programs can become hard to manage with simple bucket structures
Best For
Teams needing fast, visual action plans inside Microsoft 365
More related reading
Google Sheets
sheet-basedCollaborative spreadsheet tool that supports action plan tracking using forms, data validation, and structured filters for operational handoffs.
Conditional formatting rules that flag overdue tasks based on date fields
Google Sheets stands out for turning action planning into collaborative workbooks that update in real time. Core capabilities include task trackers with filters, pivot tables for progress reporting, and formulas for automatic status rollups. It also supports conditional formatting, data validation, and add-ons for workflow extensions, with sharing controls for teams. Version history and export options help maintain an auditable planning record across iterations.
Pros
- Real-time co-editing with comment threads keeps action plans current across teams
- Formulas and pivot tables automate progress calculations and rollups
- Conditional formatting highlights overdue items and at-risk work instantly
- Data validation enforces consistent statuses, owners, and priority fields
- Version history supports auditing changes to the plan
Cons
- Complex workflows require heavy spreadsheet modeling instead of dedicated action-plan states
- Large workbooks can lag during pivot refreshes and bulk edits
- Cross-sheet automation is limited without scripting or add-ons
- Relies on users to follow structure for accurate reporting
Best For
Teams tracking action items and milestones in shared spreadsheets without custom systems
Quire
simple-taskHierarchical task management tool that structures action plans in nested lists and supports recurring tasks for operational execution.
Nested tasks that mirror action plans from high-level objectives to detailed deliverables
Quire centers action planning around flexible workspaces, task boards, and visually structured execution. It supports hierarchical plans with nested tasks, assignees, due dates, and status fields that keep initiatives from fragmenting. Collaboration features like comments and updates connect task-level work to plan-level progress without requiring a separate project tool.
Pros
- Hierarchical tasks support structured action plans from goals to sub-tasks
- Multiple views like board and list help switch between planning and execution
- Comments and task updates keep planning context attached to work
- Status, assignees, and due dates provide workable progress tracking
- Lightweight collaboration features reduce process overhead
Cons
- Advanced dependency management and critical-path planning are limited
- Automation depth for multi-step workflows is less extensive than specialized tools
- Reporting options for portfolio-wide rollups remain basic
- Complex plans can feel cumbersome without strong templates
Best For
Teams building structured action plans with clear ownership and simple collaboration
How to Choose the Right Action Plan Software
This buyer's guide explains what to look for in action plan software using monday.com Work Management, Asana, Trello, ClickUp, Wrike, Smartsheet, Jira Software, Microsoft Planner, Google Sheets, and Quire. It maps concrete capabilities like timeline dependencies, workflow automation rules, approvals, and structured reporting to the teams that get the best fit.
What Is Action Plan Software?
Action plan software organizes initiatives into trackable action items with owners, due dates, statuses, and execution context. It reduces missed steps by turning planning stages into workflow states and by automating updates when task fields change. It also supports progress visibility through dashboards, workload views, and portfolio-style reporting. Tools like Asana and monday.com Work Management model action plans as collaborative workflows with timelines, dependencies, and automation rules.
Key Features to Look For
The best action plan platforms connect planning structure to execution updates so teams can route work, track progress, and keep dependencies accurate.
Timeline and dependency management with status-driven updates
monday.com Work Management is built for action planning that uses timelines and dependencies with updates that follow status and task changes. Asana also supports timelines and task dependencies with dashboards that expose bottlenecks across multi-step initiatives.
Rules-based automation for assignments and due dates
Asana uses rules automation to assign work and update due dates based on task status and field changes. Wrike extends this with Wrike Automation triggers across tasks, statuses, and custom fields so execution steps move consistently.
Workflow automation across transitions and notifications
Jira Software ties action plans to configurable workflows and uses automation rules that update fields, transitions, and notifications based on triggers. ClickUp similarly enforces plan steps with automations that trigger across tasks, statuses, and due dates.
Approvals, proofing, and structured intake for controlled execution
Wrike supports comments plus approvals and structured request intake so action planning stages include validation steps. Smartsheet adds audit-friendly execution controls with versioning and audit history alongside approvals and automated reporting.
Dashboards and portfolio visibility for progress and workload
monday.com Work Management provides dashboards and reporting for plan progress, bottlenecks, and ownership at a glance. Asana and Wrike also deliver dashboards and cross-project reporting so multi-workstream action plans stay comparable.
Structured planning models that mirror operational hierarchy
Quire uses hierarchical tasks to mirror action plans from high-level objectives to detailed deliverables with clear ownership. ClickUp and Smartsheet also support structured hierarchies and templates so recurring action plans stay consistent across teams.
How to Choose the Right Action Plan Software
The right selection starts by matching the action plan workflow structure to the system’s strongest modeling tools like timelines, dependencies, and automation rules.
Match workflow complexity to the platform’s planning model
If action plans require timeline and dependency management with updates that follow status and task changes, monday.com Work Management fits cross-functional workflows that need tight sequencing. If action plans require dependency-driven timelines plus dashboards for portfolio-level visibility, Asana provides timeline and board views with dependency tracking.
Use automation where plan updates depend on field changes
For action plans where assignments and due dates must change automatically based on task status or other fields, Asana rules automation reduces manual follow-ups. For plans where automation must run across tasks and due dates to enforce repeated steps, ClickUp automations trigger across tasks, statuses, and due dates.
Decide how governance and standardization will be enforced
If teams need strong board customization and multi-team standardization, monday.com Work Management offers highly configurable boards but advanced governance takes setup effort in larger workspaces. If teams struggle with standard field definitions across many projects, Asana and Wrike both require careful field standardization to keep cross-team reporting accurate.
Choose collaboration and control features aligned to execution
If action planning includes approval and proofing cycles, Wrike supports approvals and structured intake linked to work items so steps are not skipped. If teams want spreadsheet familiarity with controlled workflow states and audit history, Smartsheet adds sheet-based workflows plus versioning and audit history.
Pick the reporting depth needed for your portfolio
If the organization needs dashboards that track work distribution and bottlenecks, monday.com Work Management and Asana provide reporting views that connect action plan progress to work ownership. If reporting is secondary and the main goal is fast visual tracking inside Microsoft 365, Microsoft Planner supports board-style planning with bucket organization but does not target advanced portfolio reporting.
Who Needs Action Plan Software?
Action plan software fits teams that manage multi-step execution with owners, timelines, and controlled workflow updates.
Cross-functional teams coordinating cross-board execution
monday.com Work Management is best for teams planning and tracking cross-functional work with visual automation that moves updates based on status and task changes. Asana also fits cross-functional action plans with timelines, dependencies, rules automation, and portfolio dashboards.
Teams standardizing intake and enforcing consistent planning fields
Asana supports forms that convert requests into tasks with consistent fields, which helps keep action plans accurate across teams. Wrike adds structured intake and approvals so requests become controlled execution steps with activity history.
Teams that prefer lightweight visual action planning without deep critical-path modeling
Trello is built for Kanban-based action planning where cards track due dates, assignments, checklists, comments, and attachments. It also extends workflow with Butler automation rules, even though complex dependencies and critical-path planning require workarounds.
Teams running recurring action plans that must stay connected to goals
ClickUp supports recurring planning cycles with templates, nested task structures, and automations that trigger across tasks, statuses, and due dates. Wrike also supports reusable templates and rule-based automation triggers across tasks, statuses, and custom fields.
Common Mistakes to Avoid
Common failures come from choosing the wrong workflow model, underestimating governance setup, or relying on manual updates for dependency-heavy execution.
Trying to run critical dependency planning in a tool that limits dependencies
Microsoft Planner does not provide strong support for task dependencies and critical path planning, so action plans that require sequencing should use monday.com Work Management or Asana. Trello can track work visually but relies on external workarounds for complex dependencies and critical-path planning.
Underbuilding governance and field standards for cross-team reporting
monday.com Work Management supports robust customization, but advanced governance takes setup effort for large multi-team workspaces. Asana and Wrike require careful field standardization for cross-team reporting accuracy.
Overcomplicating automations until troubleshooting becomes impossible
Smartsheet automation can become difficult to troubleshoot when complex formulas and cross-sheet workflows are used heavily. ClickUp and Wrike both support advanced automations, but dense permissioning and hierarchy controls increase setup overhead when planning workflows are not standardized.
Using spreadsheets without accepting the operational discipline required
Google Sheets supports conditional formatting and pivot-table rollups, but accurate reporting relies on users following structure because complex workflows require heavy spreadsheet modeling. If the action plan needs stronger workflow states and automation triggers, Jira Software or monday.com Work Management provide configurable workflows and rules-based updates.
How We Selected and Ranked These Tools
we evaluated each action plan software on three sub-dimensions. Features carry a weight of 0.4. Ease of use carries a weight of 0.3. Value carries a weight of 0.3. The overall score is the weighted average calculated as overall = 0.40 × features + 0.30 × ease of use + 0.30 × value. monday.com Work Management separated from lower-ranked tools because its timeline and dependency management updates follow status and task changes, which scores strongly on features while still staying relatively usable for visual workflow planning.
Frequently Asked Questions About Action Plan Software
Which action plan tool handles task dependencies and timeline tracking best?
monday.com Work Management supports task dependencies and timeline views that update as statuses and fields change. Asana also covers dependencies and timelines, but monday.com’s visual boards and dependency-driven workflows are stronger for cross-functional plan tracking.
What software is best for building an action plan with recurring work and automated due dates?
Asana supports recurring work and automation rules that tie assignment, status, and due date changes to triggers. ClickUp provides workflow templates plus advanced automations that can enforce repeatable action steps across tasks and statuses.
Which option is strongest for lightweight, visual action steps with movable cards?
Trello turns action plans into board-based workflows using cards, column states, and checklist execution. Butler automation rules can trigger updates across boards, so teams can keep plan steps moving without manual follow-ups.
Which tool connects action items to outcomes through goals and dashboards?
ClickUp links tasks to outcomes using goal tracking and dashboards built from custom fields. Jira Software connects execution to goals through epics, stories, and status transitions with reports that surface progress at each layer.
What solution supports multi-workstream action planning with milestones and audit trails?
Wrike supports initiatives with milestones, dependencies, and rule-based status updates across dashboards. Smartsheet adds versioning plus audit history so plan changes remain reviewable across iterations.
Which action plan software works well inside Microsoft 365 for quick board-style planning?
Microsoft Planner integrates with Microsoft 365 groups and uses bucket-based plans for fast task organization. It supports assignments, due dates, and lightweight progress views, while remaining simpler than full work management tools like Jira Software.
What platform is best for traceable engineering or product action planning tied to workflow states?
Jira Software provides traceable planning using configurable issue types like epics, stories, and tasks with status transitions. It also uses automation rules and dashboards to keep plan state aligned with execution, and it integrates with related Jira products for discovery and service workflows.
Which tool suits teams that want spreadsheet-based action planning with live reporting?
Google Sheets supports collaborative workbooks with real-time updates, filters, and pivot tables for progress reporting. Smartsheet offers spreadsheet-like action planning with configurable sheet-to-sheet workflows and dashboards powered by live plan data.
What action plan software helps avoid fragmentation by mirroring high-level objectives into detailed tasks?
Quire supports hierarchical plans with nested tasks so ownership and due dates stay consistent from objectives to deliverables. monday.com Work Management can also manage layered plans, but Quire’s plan-to-task structure is more direct for keeping nested initiatives aligned.
Which tool is best for request intake and approvals within the action planning workflow?
Wrike includes reusable templates plus flexible request intake for action planning that spans tasks, dependencies, and milestones. It also supports comments, approvals, and activity history on work items so changes to the plan and execution remain connected.
Conclusion
After evaluating 10 business process outsourcing, monday.com Work Management stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
Tools reviewed
Referenced in the comparison table and product reviews above.
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