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What needs you

Tasks

What you said you would do, and by when. Conditional follow-ups say what they are waiting on.

7open · 1 waiting on a condition

Sample companyEverything here is the Atlantica sample. Changes you make are not saved.

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  • Works in the live app. Nothing in this demo writes.

    Call Emilio back on the marina shop quote

    Harbour Lantern Hotel not in this demoDue Aug 28, 2026 — in 100 days

  • Works in the live app. Nothing in this demo writes.

    Get the Q3 quote in front of the general manager

    Palma Real Club not in this demoDue Aug 29, 2026 — in 101 days

  • Works in the live app. Nothing in this demo writes.

    Put the tee top-up on the same invoice as the last order

    El Farito Beach Hotel not in this demoDue Aug 29, 2026 — in 101 days

  • Works in the live app. Nothing in this demo writes.

    Own the short delivery with Nestor before asking for another order

    Punta Yagua Club not in this demoDue Aug 30, 2026 — in 102 days

  • Works in the live app. Nothing in this demo writes.

    Close out the short-shipment reconciliation, then call the buyer

    Cala Vieja Resort not in this demoDue Sep 1, 2026 — in 104 days

  • Works in the live app. Nothing in this demo writes.

    Send the ship-visibility update before the next ship date

    Cayo Brisa Resort opens hereDue Nov 13, 2026 — in 177 days

  • Works in the live app. Nothing in this demo writes.

    Follow up on the wedding event — around 80 wave-script in cream

    Cayo Brisa Resort opens hereDue Jan 9, 2027 — in 234 days

    Only ifif Q3 sell-through holds

Done