Task Board

Address contract redlines

Meridian Holdings • Contract Review

Obtain final signatures

Meridian Holdings • Contract Review

Schedule discovery meeting

Summit Logistics • Needs Assessment

Qualify lead and gather requirements

Summit Logistics • Lead

Draft initial document

GreenLeaf Organics • Draft

Review project request form

Pinnacle Finance • Request

Send welcome email to Apex Mfg

Apex Manufacturing • Initial Contact

Prepare audit documentation checklist

Meridian Holdings • Preparation

Conduct on-site fieldwork interviews

Coastal Health • Fieldwork

Draft proposal for GreenLeaf

GreenLeaf Organics • Proposal Draft

Complete internal review of proposal

Meridian Holdings • Internal Review

Draft proposal for Brightfield

Brightfield Properties • Proposal

Client reviewing final proposal

Apex Manufacturing • Client Review

Review document for accuracy

Brightfield Properties • Review

Final approval sign-off needed

Apex Manufacturing • Approval

Manager review of project request

Coastal Health • Manager Review