Task Pipeline
Manage tasks, templates, and packages
Pending Tasks
21
Completed
0
Critical Open
0
| Task | Category | Client | Assigned To | Start | Due | Rec. | Priority | Status |
|---|---|---|---|---|---|---|---|---|
| New Group Onboarding Checklist | ONBOARDING | Chicago Professional Services 48 | Demo Producer | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Atlanta Technology 40 | Demo Producer | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Albuquerque Retail 24 | Demo Producer | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Chicago Professional Services 28 | Demo Producer | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Miami Manufacturing 16 | Demo Producer | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Phoenix Professional Services 13 | Demo Brokerage Owner | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Atlanta Technology 10 | Demo Admin 2 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Chicago Professional Services 08 | Demo Producer | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | New York Field Services 07 | Demo Manager | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Dallas Manufacturing 01 | Demo Regional Manager 1 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Albuquerque Retail 04 | Demo Producer | — | — | HIGH | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Chicago Professional Services 38 | Demo Producer | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Denver Retail 19 | Demo Producer | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Phoenix Professional Services 13 | Demo Producer | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Atlanta Technology 10 | Demo Brokerage Owner | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | New York Field Services 07 | Demo Admin 2 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Los Angeles Technology 05 | Demo Producer | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Dallas Manufacturing 01 | Demo Manager | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Albuquerque Retail 04 | Demo Brokerage Owner | — | — | MEDIUM | OPEN NOT STARTED | |
| Self-Funded Plan Review | RENEWAL | Los Angeles Technology 15 | Demo Producer | — | — | MEDIUM | OPEN NOT STARTED | |
| Self-Funded Plan Review | RENEWAL | Dallas Manufacturing 01 | Demo Account Manager | — | — | MEDIUM | OPEN NOT STARTED |