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 My Tasks
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Showing 1-4 of 4 active tasks.
| Task | Customer | Platform | Due date | Owner / priority | Status |
|---|---|---|---|---|---|
| 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 | |
| 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 | |
| Confirm drug program owner Find the internal owner before sending the customer packet. | Prairie Wind Services | Customer Portal | Jun 30, 2026 | Maya AdminNormal priority |