Task Pipeline
Manage tasks, templates, and packages
Pending Tasks
116
Completed
0
Critical Open
0
| Task | Category | Client | Assigned To | Start | Due | Rec. | Priority | Status |
|---|---|---|---|---|---|---|---|---|
| Enrollment Follow-Up | ENROLLMENT | Chicago Professional Services 18 | Demo Manager | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Atlanta Technology 50 | Demo Admin 2 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Denver Retail 49 | Demo Admin 1 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Chicago Professional Services 48 | Demo Producer | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | New York Field Services 47 | Demo Manager | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Miami Manufacturing 46 | Demo Account Manager | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Los Angeles Technology 45 | Demo Brokerage Owner | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Albuquerque Retail 44 | Demo Regional Manager 1 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Phoenix Professional Services 43 | Demo Admin 3 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Lawton Field Services 42 | Demo Admin 2 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Dallas Manufacturing 41 | Demo Admin 1 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Atlanta Technology 40 | Demo Producer | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Denver Retail 39 | Demo Manager | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | New York Field Services 37 | Demo Account Manager | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Los Angeles Technology 35 | Demo Brokerage Owner | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Albuquerque Retail 34 | Demo Regional Manager 1 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Atlanta Technology 30 | Demo Admin 3 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Denver Retail 29 | Demo Admin 2 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | New York Field Services 27 | Demo Admin 1 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Albuquerque Retail 24 | Demo Producer | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Phoenix Professional Services 23 | Demo Manager | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Dallas Manufacturing 21 | Demo Account Manager | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Chicago Professional Services 38 | Demo Brokerage Owner | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Miami Manufacturing 36 | Demo Regional Manager 1 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Phoenix Professional Services 33 | Demo Admin 3 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Lawton Field Services 32 | Demo Admin 2 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Dallas Manufacturing 31 | Demo Admin 1 | — | — | 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 26 | Demo Manager | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Lawton Field Services 22 | Demo Account Manager | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Denver Retail 19 | Demo Brokerage Owner | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Chicago Professional Services 18 | Demo Regional Manager 1 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Los Angeles Technology 25 | Demo Admin 3 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Atlanta Technology 20 | Demo Admin 2 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | New York Field Services 17 | Demo Admin 1 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Miami Manufacturing 16 | Demo Producer | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Los Angeles Technology 15 | Demo Manager | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Albuquerque Retail 14 | Demo Account Manager | — | — | 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 | Lawton Field Services 12 | Demo Regional Manager 1 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Dallas Manufacturing 11 | Demo Admin 3 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Atlanta Technology 10 | Demo Admin 2 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Denver Retail 09 | Demo Admin 1 | — | — | 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 | Los Angeles Technology 05 | Demo Brokerage Owner | — | — | 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 | Just Cause Insurance Services | Demo Admin 3 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Bright Health LLC | Demo Admin 2 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Acme Corp | Demo Admin 1 | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Albuquerque Retail 04 | Demo Producer | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Phoenix Professional Services 03 | Demo Manager | — | — | HIGH | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Lawton Field Services 02 | Demo Account Manager | — | — | HIGH | OPEN NOT STARTED | |
| loop2 assign | COMPLIANCE | Unassigned | Demo Manager | — | — | MEDIUM | OPEN NOT STARTED | |
| loop2 orphan | COMPLIANCE | Unassigned | Demo Account Manager | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Atlanta Technology 50 | Demo Producer 8 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Denver Retail 49 | Demo Producer 8 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Chicago Professional Services 48 | Demo Producer 8 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | New York Field Services 47 | Demo Producer 8 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Miami Manufacturing 46 | Demo Producer 8 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Los Angeles Technology 45 | Demo Producer 8 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Albuquerque Retail 44 | Demo Producer 8 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Phoenix Professional Services 43 | Demo Producer 8 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Lawton Field Services 42 | Demo Producer 8 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Dallas Manufacturing 41 | Demo Producer 8 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Atlanta Technology 40 | Demo Producer 8 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Denver Retail 39 | Demo Producer 8 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | New York Field Services 37 | Demo Producer 6 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Los Angeles Technology 35 | Demo Producer 6 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Albuquerque Retail 34 | Demo Producer 7 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Atlanta Technology 30 | Demo Producer 7 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Denver Retail 29 | Demo Producer 6 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | New York Field Services 27 | Demo Regional Manager 1 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Albuquerque Retail 24 | Demo Admin 3 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Phoenix Professional Services 23 | Demo Admin 2 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Dallas Manufacturing 21 | Demo Admin 1 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Chicago Professional Services 38 | Demo Producer | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Miami Manufacturing 36 | Demo Manager | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Phoenix Professional Services 33 | Demo Account Manager | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Lawton Field Services 32 | Demo Brokerage Owner | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Dallas Manufacturing 31 | Demo Regional Manager 1 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Chicago Professional Services 28 | Demo Admin 3 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Miami Manufacturing 26 | Demo Admin 2 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Lawton Field Services 22 | Demo Admin 1 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Denver Retail 19 | Demo Producer | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Los Angeles Technology 25 | Demo Account Manager | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Atlanta Technology 20 | Demo Brokerage Owner | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | New York Field Services 17 | Demo Regional Manager 1 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Miami Manufacturing 16 | Demo Admin 3 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Los Angeles Technology 15 | Demo Admin 2 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Albuquerque Retail 14 | Demo Admin 1 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Phoenix Professional Services 13 | Demo Producer | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Lawton Field Services 12 | Demo Manager | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Dallas Manufacturing 11 | Demo Account Manager | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Atlanta Technology 10 | Demo Brokerage Owner | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Denver Retail 09 | Demo Regional Manager 1 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Chicago Professional Services 08 | Demo Admin 3 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | New York Field Services 07 | Demo Admin 2 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Miami Manufacturing 06 | Demo Admin 1 | — | — | 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 | Acme Corp | Demo Account Manager | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Albuquerque Retail 04 | Demo Brokerage Owner | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Phoenix Professional Services 03 | Demo Regional Manager 1 | — | — | MEDIUM | OPEN NOT STARTED | |
| Enrollment Follow-Up | ENROLLMENT | Lawton Field Services 02 | Demo Admin 3 | — | — | MEDIUM | OPEN NOT STARTED | |
| Self-Funded Plan Review | RENEWAL | Atlanta Technology 50 | Demo Brokerage Owner | — | — | MEDIUM | OPEN NOT STARTED | |
| Self-Funded Plan Review | RENEWAL | Phoenix Professional Services 43 | Demo Regional Manager 1 | — | — | MEDIUM | OPEN NOT STARTED | |
| Self-Funded Plan Review | RENEWAL | Denver Retail 29 | Demo Admin 3 | — | — | MEDIUM | OPEN NOT STARTED | |
| Self-Funded Plan Review | RENEWAL | Miami Manufacturing 36 | Demo Admin 2 | — | — | MEDIUM | OPEN NOT STARTED | |
| Self-Funded Plan Review | RENEWAL | Lawton Field Services 22 | Demo Admin 1 | — | — | MEDIUM | OPEN NOT STARTED | |
| Self-Funded Plan Review | RENEWAL | Los Angeles Technology 15 | Demo Producer | — | — | MEDIUM | OPEN NOT STARTED | |
| Self-Funded Plan Review | RENEWAL | Chicago Professional Services 08 | Demo Manager | — | — | MEDIUM | OPEN NOT STARTED | |
| Self-Funded Plan Review | RENEWAL | Dallas Manufacturing 01 | Demo Account Manager | — | — | MEDIUM | OPEN NOT STARTED | |
| Self-Funded Plan Review | RENEWAL | Bright Health LLC | Demo Brokerage Owner | — | — | MEDIUM | OPEN NOT STARTED | |
| loop: orphan check | COMPLIANCE | Unassigned | Demo Account Manager | — | — | LOW | OPEN NOT STARTED | |
| New Group Onboarding Checklist | ONBOARDING | Miami Manufacturing 06 | Demo Account Manager | — | — | LOW | OPEN NOT STARTED |