Task list
Current outreach tasks
Review every live task in one queue, filter by assignee, and sort the list by owner or date to manage follow-up work.
Work queue
Open tasks
| Task | Organisation | Assignee | Date ↑ | Priority | Stage | Notes | Action |
|---|---|---|---|---|---|---|---|
| Prepare tailored intro for Procentia Review positioning and prepare a meeting request focused on member engagement outcomes. | Procentia | Johnathon | 05/09/2026 | High | CONTACTED | Review positioning and prepare a meeting request focused on member engagement outcomes. | View details |
| Map Aptia outreach angle Shape a first outreach message around administration scale, digital service, and member experience. | Aptia | Zbynek | 08/09/2026 | High | TARGET | Shape a first outreach message around administration scale, digital service, and member experience. | View details |
| Prepare TPT follow-up note Outline a follow-up angle focused on member communication and digital support opportunities. | TPT Retirement Solutions | Dave | 10/09/2026 | Medium | TARGET | Outline a follow-up angle focused on member communication and digital support opportunities. | View details |
| Book demo asdasdasdsadasdsad asdsadasdsadsadasdas dasdsad asd sadasdasd | Heywood | Johnathon | 25/09/2026 | High | TARGET | asdasdasdsadasdsad asdsadasdsadsadasdas dasdsad asd sadasdasd | View details |