Active Workflows

18 active workflows across 5 types

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Reference Type Client Current Stage Days Assigned To Status
WF-2024-001 Client Onboarding Meridian Holdings Contract Review 12 Sarah Chen On Track
WF-2024-002 Proposal Pipeline Apex Manufacturing Client Review 8 Marcus Rivera On Track
WF-2024-003 Compliance Audit Coastal Health Systems Fieldwork 21 Aisha Patel At Risk
WF-2024-004 Client Onboarding Summit Logistics Needs Assessment 3 James O'Brien On Track
WF-2024-005 Document Review Brightfield Properties Review 5 Diana Morales On Track
WF-2024-006 Project Approval NovaTech Solutions Finance Approval 14 Tyler Washington Overdue
WF-2024-007 Proposal Pipeline GreenLeaf Organics Proposal Draft 6 Marcus Rivera On Track
WF-2024-008 Client Onboarding Pinnacle Finance Kickoff 18 Sarah Chen Completed
WF-2024-009 Compliance Audit Meridian Holdings Preparation 2 Aisha Patel On Track
WF-2024-010 Document Review Apex Manufacturing Approval 9 Diana Morales On Track
WF-2024-011 Project Approval Coastal Health Systems Manager Review 4 Sarah Chen On Track
WF-2024-012 Proposal Pipeline Summit Logistics Lead 1 James O'Brien New
WF-2024-013 Client Onboarding Brightfield Properties Proposal 7 Marcus Rivera On Track
WF-2024-014 Compliance Audit NovaTech Solutions Reporting 16 Aisha Patel On Track
WF-2024-015 Document Review GreenLeaf Organics Draft 2 Tyler Washington On Track
WF-2024-016 Project Approval Pinnacle Finance Request 1 Diana Morales New
WF-2024-017 Proposal Pipeline Meridian Holdings Internal Review 10 Sarah Chen At Risk
WF-2024-018 Client Onboarding Apex Manufacturing Initial Contact 1 James O'Brien New

Showing 18 of 18 workflows