Workspace reset point
No client tasks are queued right now
This view shows the explicit empty state for a quiet client queue before any follow-up or delivery items are scheduled.
Return to client detailTask Focus
What Alyssa Mendoza needs next
The checklist pattern turns the first few client tasks into a cleaner execution sequence before the operator dives into the full list.
Client task updates are locked
Your current role is No membership, so client-task updates stay locked until an owner or admin opens this workflow.
Review submitted BIR registration copy
Check that the scanned copy matches the client's active registration details before starting recurring work.
Confirm bookkeeping handoff spreadsheet
Waiting on the client to send the final export from the prior provider.
Set the standing monthly review call
The recurring approval slot has already been agreed and logged.
Readiness check
coverage
The client task view now carries the required standard, preparing, no-records, and needs-attention conditions.