Task Tracking & Ownership
Never wonder whose turn it is
Every task on an account is explicitly owned — by your team or the client — so a stalled step is obvious to both sides, not just yours.
Tasks live inside each account's phase plan, each one tagged with an owner and an audience. Client-owned tasks show up clearly in the client's own view; team-owned tasks stay visible to your staff. Either side can mark a task complete or reopen it if something changes.
Tasks · Setup
Configure SSO
ClientAdminComplete company profile
ClientAdminProvision staging environment
CSMEveryoneRead-only — managed by your CSM
Invite your team
ClientEnd userWhat you get
Explicit ownership
Every task is tagged client-owned or team-owned — no ambiguity about who's blocking what.
Owner and role filters
Filter the checklist by owner or audience to see exactly what's outstanding for a given side.
Complete / reopen
Either side can mark a task done, and reopen it if it turns out it wasn't.
One shared checklist
Client and team both work from the same list — nothing lives in a separate internal doc.