Tasks
Customer success team task board
30 tasks
| Task | Customer | Owner | Priority | Status | Due | Linked |
|---|---|---|---|---|---|---|
| Send renewal proposal | Dewi Lestari | Medium | In Progress | Oct 12 | — | |
| Confirm renewal terms | Dewi Lestari | High | In Progress | Oct 2 (late) | — | |
| Update account notes in CRM | Rangga Saputra | Critical | Waiting | Oct 4 (late) | — | |
| Schedule customer health review | Sarah Wijaya | Low | To Do | Oct 11 | — | |
| Follow up on low engagement | Andi Pratama | Medium | Completed | Oct 20 | — | |
| Update account notes in CRM | Sarah Wijaya | Low | Completed | Oct 18 | — | |
| Resolve support escalation | Sarah Wijaya | Low | Completed | Oct 18 | — | |
| Schedule customer health review | Dewi Lestari | Critical | In Progress | Oct 5 (late) | Campaign #5 | |
| Expansion pitch preparation | Andi Pratama | Medium | To Do | Oct 11 | — | |
| Send renewal proposal | Rangga Saputra | High | Completed | Oct 4 (late) | — | |
| Welcome new customer | Sarah Wijaya | Medium | To Do | Oct 20 | — | |
| NPS detractor follow-up | Sarah Wijaya | Critical | In Progress | Oct 20 | Campaign #1 | |
| Send renewal proposal | Maya Kusuma | High | To Do | Oct 2 (late) | — | |
| Contract amendment send | Maya Kusuma | Critical | Waiting | Oct 6 (late) | Campaign #1 | |
| Confirm renewal terms | Sarah Wijaya | Medium | Completed | Oct 13 | — | |
| Campaign response review | Maya Kusuma | Critical | To Do | Oct 9 | — | |
| Resolve support escalation | Sarah Wijaya | High | In Progress | Oct 17 | — | |
| Follow up on low engagement | Maya Kusuma | Medium | Waiting | Oct 9 | — | |
| Follow up on low engagement | Sarah Wijaya | Medium | In Progress | Oct 5 (late) | — | |
| Send renewal proposal | Dewi Lestari | Critical | In Progress | Oct 10 | Campaign #1 | |
| Schedule customer health review | Maya Kusuma | Low | To Do | Oct 21 | Campaign #5 | |
| Conduct QBR with account | Maya Kusuma | Medium | Waiting | Oct 9 | — | |
| Send renewal proposal | Dewi Lestari | Medium | In Progress | Oct 25 | Campaign #6 | |
| Campaign response review | Dewi Lestari | Medium | Completed | Oct 27 | — | |
| Follow up on low engagement | Dewi Lestari | Medium | To Do | Oct 13 | Campaign #2 | |
| Expansion pitch preparation | Sarah Wijaya | High | To Do | Oct 7 (late) | — | |
| Resolve support escalation | Andi Pratama | Low | In Progress | Oct 21 | — | |
| Check in after feature launch | Sarah Wijaya | High | Waiting | Oct 14 | — | |
| Campaign response review | Rangga Saputra | Medium | In Progress | Oct 10 | — | |
| Schedule customer health review | Rangga Saputra | High | To Do | Oct 5 (late) | — |