Follow-up work
Tasks
Internal follow-up work organized by due date, customer, platform, and owner. Use tasks for team actions; use Requested Items for customer package requirements and Documents for tracked files.
Showing 1-11 of 11 active tasks.
| Task | Customer | Platform | Due date | Owner / priority | Status |
|---|---|---|---|---|---|
| Confirm portal contact before renewal packet goes out Jordan owns this customer-portal follow-up for the current review cycle. | Alder Creek Mechanical | Customer Portal | Jun 25, 2026 | Jordan CoordinatorUrgent priority | |
| Prepare customer portal upload batch Jordan owns this customer-portal follow-up for the current review cycle. | Brighton Quarry Services | Customer Portal | Jun 25, 2026 | Jordan CoordinatorUrgent priority | |
| Review missing onboarding attachment Jordan owns this customer-portal follow-up for the current review cycle. | Clearwater Traffic Control | Customer Portal | Jun 25, 2026 | Jordan CoordinatorUrgent priority | |
| Check overdue site-access task Jordan owns this customer-portal follow-up for the current review cycle. | Denver Yard Maintenance | Customer Portal | Jun 25, 2026 | Jordan CoordinatorUrgent priority | |
| Finish customer packet follow-up Jordan owns this customer-portal follow-up for the current review cycle. | Englewood Pump Services | Customer Portal | Jun 25, 2026 | Jordan CoordinatorUrgent priority | |
| Confirm renewal packet owner Maya owns this customer-portal follow-up even though it sorts below Jordan's similar items in the global Today list. | Zuni Water District | Customer Portal | Jun 25, 2026 | Maya AdminUrgent priority | |
| Check with field supervisor on roster Confirm whether the payroll export is ready for upload. | Red Mesa Utilities | ISNetworld | Jun 27, 2026 | Jordan CoordinatorHigh priority | |
| Send COI renewal request Ask the broker for the renewed certificate before the review window gets tight. | Northstar Pipeline Maintenance | Veriforce | Jun 28, 2026 | Maya AdminHigh priority | |
| Collect onboarding documents Maya is gathering the first packet of customer-requested documents. | Mesa County Facilities | Customer Portal | Jun 29, 2026 | Maya AdminNormal priority | |
| Prepare Veriforce upload batch Jordan is assembling the prepared files for upload. | Harbor Lift Services | Veriforce | Jun 30, 2026 | Jordan CoordinatorNormal priority | |
| Confirm drug program owner Find the internal owner before sending the customer packet. | Prairie Wind Services | Customer Portal | Jun 30, 2026 | Maya AdminNormal priority |