Admin tracker for outreach tasks, outputs, and organisation history.

SW vendor

Procentia

Individual outreach record with current task ownership, completion outputs, and a full history of tasks and notes.

OwnerJohnathon
PriorityHigh
Created4 September 2026
StageCONTACTED

Current task

Prepare tailored intro for Procentia

Review positioning and prepare a meeting request focused on member engagement outcomes.

Assignee
Johnathon
Due date
5 September 2026
Status
Open

History

Activity log

Current task created

04/09/2026
Johnathon

Prepare tailored intro for Procentia assigned to Johnathon.

Imported note

04/09/2026
Zbynek

Strong fit for a conversation around member communications, comprehension evidence, and reduced inbound queries.

Organisation added

04/09/2026
System

Procentia was added to the outreach tracker.

Task history

All tasks

Prepare tailored intro for Procentia

Johnathon • Due 05/09/2026

Open

Organisation settings

Owner and priority

Finish current task

Mark task done

Notes

Add outreach note