Tasks & Commitments

View and manage all your tracked items.

Finalize Q3 Investor Report

Due: 6/5/2025

Incorporate feedback from Sarah and legal, then send out by EOD Friday.

In ProgressMeetingYou
investors
finance
report

Schedule follow-up with Acme Corp

Due: 6/7/2025

They expressed interested in the enterprise package. Set up a demo call.

PendingCRMMac
sales
client
demo

Review new marketing campaign proposal

Due: 6/10/2025

Lisa sent over the deck for the 'Summer Splash' campaign.

PendingSlackYou
marketing
campaign