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 1-7 of 7 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 | |
| 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 | |
| Prepare Veriforce upload batch Jordan is assembling the prepared files for upload. | Harbor Lift Services | Veriforce | Jun 30, 2026 | Jordan CoordinatorNormal priority |