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CSR Weekly Update Meeting

topic
2 meetings, 34 action items
Meetings (2)
Action Items (34)
Apr 27, 2026
Call Wyatt to ask follow-up questions
pending_review · View Meeting
Apr 27, 2026
Ask Calix about her meeting with Penny
pending_review · View Meeting
Apr 27, 2026
Follow up with David on tester sign-ups
pending_review · View Meeting
Apr 27, 2026
Create test accounts for all subscription tiers
pending_review · View Meeting
Apr 27, 2026
Debug tier level save functionality in admin panel
pending_review · View Meeting
Apr 27, 2026
Debug email code delivery issue for admin login
pending_review · View Meeting
Apr 27, 2026
Test coupon code functionality
pending_review · View Meeting
Apr 27, 2026
Verify family defender email verification and resend functionality
pending_review · View Meeting
Apr 27, 2026
Create approved AI tools list
pending_review · View Meeting
Apr 27, 2026
Review AI tools document
pending_review · View Meeting
Apr 27, 2026
Educate team on AI data privacy risks
pending_review · View Meeting
Apr 27, 2026
Rebook cancelled demos
pending_review · View Meeting
Apr 27, 2026
Greenlight bulk activate/deactivate users feature
done · View Meeting
Apr 27, 2026
Finalize email templates for Patrick
done · View Meeting
Apr 27, 2026
Complete health score automation logic
done · View Meeting
Apr 27, 2026
Review directive reports from SAMS
done · View Meeting
Apr 27, 2026
Protect marketing team capacity for YouTube branding project
pending_review · View Meeting
Apr 27, 2026
Clarify insurance messaging in YouTube ads
pending_review · View Meeting
Apr 27, 2026
Set up resource library in Walkme
pending_review · View Meeting
Apr 27, 2026
Finalize custom course content
done · View Meeting
Apr 27, 2026
Update microlearning video backgrounds
done · View Meeting
Apr 27, 2026
Meet with Jordan and Jen on video production
pending_review · View Meeting
Apr 27, 2026
Launch workers' comp course
done · View Meeting
Apr 27, 2026
Offload CE SOPs to Jen and Christina
pending_review · View Meeting
Apr 27, 2026
Verify permissions for CE SOPs
pending_review · View Meeting
Apr 27, 2026
Transition CE email forwarding
pending_review · View Meeting
Apr 27, 2026
Sync with Trenton on 120-day project task completion
pending_review · View Meeting
Apr 27, 2026
Review customer feedback survey results
pending_review · View Meeting
Apr 27, 2026
Discuss auto-enroll feature implementation
pending_review · View Meeting
Apr 27, 2026
Prioritize penetration test fixes
pending_review · View Meeting
Apr 27, 2026
Create penetration test fix tickets
done · View Meeting
Apr 27, 2026
Plan Ask Ellie integration architecture
pending_review · View Meeting
Apr 27, 2026
Check in on ClickUp
done · View Meeting
Apr 27, 2026
Follow up on laptop RAM upgrade
pending_review · View Meeting