Action Items
2 overdue
14 open
in progress2
pending11
completed1
| Task | Account | Pursuit | Status | Priority | Due Date | Assigned To |
|---|---|---|---|---|---|---|
| Emergency call with IT Director | Apex Manufacturing | - | in progress | P1 | 1/6/2026 (Overdue) | - |
| Escalate to engineering leadership | Apex Manufacturing | - | pending | P1 | 1/9/2026 (Overdue) | - |
| Schedule executive sponsor meeting | Apex Manufacturing | - | pending | P1 | 1/11/2026 | - |
| Debug SSO integration with Carlos | Cobalt Systems Inc | - | in progress | P1 | 1/11/2026 | - |
| Prepare QBR deck with improvement plan | Apex Manufacturing | - | pending | P2 | 1/15/2026 | - |
| Meet with VP Engineering | Cobalt Systems Inc | - | pending | P1 | 1/15/2026 | - |
| Schedule adoption workshop | Cobalt Systems Inc | - | pending | P2 | 1/18/2026 | - |
| Schedule QBR with CMIO | Meridian Health Systems | - | completed | P2 | 1/22/2026 | - |
| Prepare renewal proposal | Cobalt Systems Inc | - | pending | P2 | 1/29/2026 | - |
| Demo new features to Cardiology team | Meridian Health Systems | - | pending | P2 | 1/29/2026 | - |
| Schedule call with Carlos (engineering) and Marcus to debug SSO issues by January 10 | Cobalt Systems Inc | - | pending | high | - | - |
| Send Sarah the updated security whitepaper she requested | Cobalt Systems Inc | - | pending | medium | - | - |
| Meet with VP Engineering to discuss roadmap and address concerns by January 14 | Cobalt Systems Inc | - | pending | high | - | - |
| Provide license utilization report to David for CFO | Cobalt Systems Inc | - | pending | high | - | - |