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Task Focus
What Marco Santos 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.
Readiness check
coverage
The client task view now carries the required standard, preparing, no-records, and needs-attention conditions.
Due In 3 days
Prepare quarterly estimate review
Summarize the current revenue trend before the next advice call.
Due In 5 days
Collect April expense support
Still waiting on the client to send two missing official receipts.