Tasks
10 open · 1 overdue · July 7, 2026
1 overdue tasks are putting $1.3M in deals at risk. Completing "Follow up with Elena" and "Send redlined MSA" today could unblock the Acme Corp close before the July 18 board meeting.
Follow up with Elena Rodriguez
Overdue — was due Jul 2
Send proposal revision — TechFlow
Due today · $480K at risk
Prepare demo for Vertex Systems
Meeting 11:30 AM · In-person Austin
Send redlined MSA to Acme procurement
Due Jul 8
Intro call — Rebecca Mills, CFO Vertex
Due Jul 10 · Budget holder
Draft exec ROI deck for Michael O'Brien
Due Jul 15 · Board meeting Jul 18
Update CloudBase AI proposal pricing
Due Jul 11
Meridian Health — contract finalization
Due Jul 22
Q3 pipeline refresh — Tom Nguyen coaching
Due Jul 28 · Internal
Review Q3 forecast with VP Sales
Due Jul 31