Open items
10
across 8 clients
Overdue
1
invoice collection
Due this week
4
on the calendar
Waiting on client
2
blocked, no action
Priority queue needs action soon
Collect on invoice #1043 — Driftwood Dental
$1,200 · 12 days past due · send reminder
Renew harborlawgroup.com
Auto-renew off — confirm + renew manually
Follow up on refresh quote — Coastal Air HVAC
Waiting on client go-ahead
Follow up on proposal — Lantern Bakery
Lead · quote sent May 28
Renew SSL — meadowyoga.com
Certificate expiring on the static host
By type 10 items
| Type | Open |
|---|---|
| Billing | 1 |
| Renewals | 3 |
| Client follow-up | 3 |
| Technical | 1 |
| Leads | 2 |
All open items 10
| Item | Client | Type | Priority | Due | Status |
|---|---|---|---|---|---|
| Collect on invoice #1043 | Driftwood Dental | Billing | High | Overdue | In progress |
| Renew harborlawgroup.com (manual) | Harbor Law Group | Renewal | High | Jun 09 | To do |
| Follow up on refresh quote | Coastal Air HVAC | Client follow-up | Med | Jun 05 | Waiting on client |
| Follow up on proposal | Lantern Bakery (lead) | Lead | Med | Jun 06 | To do |
| Renew SSL certificate | Meadow Yoga | Technical | Med | Jun 14 | To do |
| Scope hosting + redesign | Cedar Hollow Inn (lead) | Lead | Low | Jun 10 | To do |
| Migrate store to WooCommerce 8.x | Granite Peak Outfitters | Technical | Low | Jun 20 | Scheduled |
| Annual check-in call | Summit CPA | Client follow-up | Low | Jun 30 | To do |
| Collect updated content for microsite | Bluebird Montessori | Client follow-up | Low | — | Waiting on client |
| Confirm August renewals batch | Multiple | Renewal | Low | Jul 15 | To do |
Coastline Studio Client Tracker — demonstration build with fictional data.