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Migrate Acme to the new billing plan
Fri
Export the current plan mapping
Confirm proration with finance
Q3 security review
Overdue
Draft onboarding runbook
Mon
Archive 2025 client files
—
Assigned to
Priya R.
Due date
12 Sep 2026
Client
Acme Industries
Contract value
$48,000
Reminder · 2 days before
Repeats monthly
Finance signed off on the proration — go ahead.
@Jordan can you confirm the export headers?
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