Task Statuses
Configure the workflow statuses for tasks across the system
Loading task statuses...
Priority Levels
Define task priority levels and their visual indicators
Loading priority levels...
Services
Manage available services that can be assigned to clients
Loading services...
Account Statuses
Configure lifecycle statuses for client accounts (e.g., Active, Onboarding, Terminated)
Loading account statuses...
Marketplaces
Configure available marketplace options
Loading marketplaces...
Offboarding Task Templates
Define tasks that are automatically created when a client begins offboarding
Due dates are calculated relative to the client's Final Service Date. Negative numbers = days before (e.g., -7 = one week before final date).
| Order | Task Title | Description | Due Date | Assign To | Active | Actions |
|---|---|---|---|---|---|---|
|
Loading offboarding tasks... |
||||||
News & Announcements
Manage news items shown on the dashboard
Loading news items...
Team Management
Create and manage teams for task assignment
Loading teams...
Select a team to view and manage members
User Management
Manage team members, roles, and access
Loading users...
Client Management
Manage client accounts and services
Loading clients...
Client Onboarding
Manage onboarding tasks and track progress
Loading onboarding tasks...