Requests, reminders and follow-through
Send requests and reminders, and see who still owes what.
At a glance
Who uses itAll assigned users
AreaOffice operations · Ongoing
PriceIncluded in your membership
What goes in
- Typed task and request
- Owner and due date
- Communication channel preference
- Evidence requirement
Steps
- Step 1Create task from real trigger
- Step 2Send minimum-data notification
- Step 3Record receipt and acknowledgment
- Step 4Escalate by policy
- Step 5Close only with required evidence
Results
- Unified work queue
- Notification receipts
- Overdue escalation
- Completion evidence
Where it stops
Shared coordination layer, not a second care schedule or generic chat silo.
Builds on
Official sources
- Send proactive messages - TeamsMicrosoftChecked Sep 29, 2026
See it with your own recordsA 30 minute call about your office and the work it follows up on.
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