Profitability Overview

Teamwork Projects

Onboarding Dashboard

Updated Jul 6, 9:41 PM

Onboarding Projects

2050% avg complete

In Flight

50 due soon

Needs Review

1115 with overdue work

Complete

21 manual

Current Phase

Legacy onboarding9
01 Admin setup6
Customer bailed2
Successfully onboarded2
02 Kickoff1

Lifecycle

In flight5
Needs review11
Complete in Teamwork tasks1
Manually archived3

Projects

16 shown from 20 loaded

Senior Care

Needs reviewLegacy onboarding

Template Progress

0/40 tasks complete

0%
Next due2025-06-30

Big Country Orangic Brewing Co.

Needs reviewLegacy onboarding

Template Progress

13/53 tasks complete

25%
Next due2025-02-26

Kirsch Creative LLC

Needs reviewLegacy onboarding

Template Progress

3/41 tasks complete

7%
Next due2026-04-15

A-1 Restoration

Needs reviewLegacy onboarding

Template Progress

16/44 tasks complete

36%
Next due2026-05-25

The Jackson Vaughn Group

Needs review02 Kickoff

Template Progress

53/70 tasks complete

76%
Next due2026-05-18

Texas Alliance for Life

Needs review01 Admin setup

Template Progress

99/113 tasks complete

88%
Next due2026-03-30

Gideon Asen Law

Needs reviewLegacy onboarding

Template Progress

32/42 tasks complete

76%
Next due2026-03-23

Marfa Boots

Needs review01 Admin setup

Template Progress

61/71 tasks complete

86%
Next due2026-05-29

Chivalry Plumbing, Heating & Cooling LLC

Needs reviewLegacy onboarding

Template Progress

43/50 tasks complete

86%
Next due2026-04-10

Momo's Michelada Mix

Needs reviewLegacy onboarding

Template Progress

49/53 tasks complete

92%
Next due2026-01-30

REQpay Inc.

Needs reviewLegacy onboarding

Template Progress

43/45 tasks complete

96%
Next due2026-01-30

Mr. Handyman of S. Austin Lakeway

In flight01 Admin setup

Template Progress

2/58 tasks complete

3%
Next due2026-06-16

Das Kaferhaus Vintage Werks Inc.

In flight01 Admin setup

Template Progress

7/57 tasks complete

12%
Next due2026-06-23

Bell & Bly Travel

In flight01 Admin setup

Template Progress

26/61 tasks complete

43%
Next due2026-06-29

Moxie Space

In flight01 Admin setup

Template Progress

25/67 tasks complete

37%
Next due2026-06-23

GSC Tinies

In flightLegacy onboarding

Template Progress

20/46 tasks complete

43%
Next dueNone