LedgerWorksOS

Client Tasks

combines checklist-style execution cues with a canonical task card so operators can see both the priority queue and the fuller task list.

Task Focus

What Paula Reyes needs next

The checklist pattern turns the first few client tasks into a cleaner execution sequence before the operator dives into the full list.

Client task updates are locked

Your current role is No membership, so client-task updates stay locked until an owner or admin opens this workflow.

Request the missing contribution support

The client still has not provided the latest SSS and Pag-IBIG reconciliation reference.

Locked

Check if filing can proceed with partial support

Needs a judgment call once the missing records are reviewed.

Locked

Readiness check

coverage

The client task view now carries the required standard, preparing, no-records, and needs-attention conditions.

Due Today

Request the missing contribution support

Open

The client still has not provided the latest SSS and Pag-IBIG reconciliation reference.

Due Tomorrow

Check if filing can proceed with partial support

Waiting

Needs a judgment call once the missing records are reviewed.