All branchesTWTDTI
Tasks & notes
Personal and assigned tasks across your scope.
| Done | Task | Assigned to | Branch | Priority | Due |
|---|---|---|---|---|---|
| Prepare proposal | Werner Coetzee | JHB | Low | 18 Jun 2026 | |
| Submit FICA refresh | Werner Coetzee | CPT | Medium | 16 Jun 2026 | |
| Book annual review meeting | Werner Coetzee | JHB | Low | 15 Jun 2026 | |
| Call client re: renewal | Werner Coetzee | CPT | Medium | 12 Jun 2026 | |
| Submit FICA refresh | Marlene Pretorius | CPT | Medium | 23 Jun 2026 | |
| Prepare proposal | Chanelle Fourie | CPT | High | 17 Jun 2026 | |
| Book annual review meeting | Werner Coetzee | JHB | Low | 27 Jun 2026 | |
| Review beneficiary split | Werner Coetzee | CPT | High | 18 Jun 2026 | |
| Follow up Astute report | Nadia van der Merwe | JHB | Medium | 28 Jun 2026 | |
| Submit FICA refresh | Werner Coetzee | CPT | High | 20 Jun 2026 | |
| Review beneficiary split | Marlene Pretorius | CPT | High | 27 Jun 2026 | |
| Prepare proposal | Werner Coetzee | JHB | High | 14 Jun 2026 |