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 1-2 of 2 active tasks.
| Task | Customer | Platform | Due date | Owner / priority | Status |
|---|---|---|---|---|---|
| Follow up with insurance broker Related: Certificate of Insurance · Requested by Priya Nair · Ask for the revised certificate. | Northline Energy | Avetta | Sep 5, 2026 | Maya AdminHigh priority | |
| Review next onboarding cycle Related: Northline onboarding packet · Requested by Maya Admin · Low-priority planning item for later follow-up. | Northline Energy | Avetta | Sep 23, 2026 | Maya AdminLow priority |