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Good evening, Marianna
My tasks
Complete each task and leave the setup info for the team.
10
Open tasks
2
Overdue
1
Due in 7 days
19
Completed
3-month review
Tom Whitaker · Reviews · No notes yet
Overdue · 5 Oct
Onboarding forms — banking details
Aisha Rahman · Branch setup · No notes yet
Overdue · 8 Oct
Set up social media & link to CRM
Aisha Rahman · Branch setup · No notes yet
Due 15 Oct
Welcome campaign to the database
Aisha Rahman · Branch setup · No notes yet
Due 22 Oct
6-month review
Tom Whitaker · Reviews · No notes yet
Due 3 Jan
12-month review
Tom Whitaker · Reviews · No notes yet
Due 7 Jul
Send contract
Sophie Turner · Contract & invoice · No notes yet
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Send invoice
Sophie Turner · Contract & invoice · No notes yet
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Invoice cleared
James Patel · Contract & invoice · No notes yet
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Contract signed
James Patel · Contract & invoice · No notes yet
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