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Executive portfolio
CEO & Chief Operations Overview
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Print A4 brief
Example task update
Issue task
Programme
All programmes
Pillar
All pillars
Province
Western Province
District
All districts
LLG
All LLGs
Cluster
All clusters
Ward
All wards
Community / location
All communities
Owner / responsible person
All owners
Record lifecycle
Active
Archived
Deleted
All
Search
Clear filters
Controlled update
Record programme delivery update
×
Filter task list by current owner
All owners
Task
Responsible person
Responsible email
Status
Not Started
In Progress
Completed
On Hold
Cancelled
Progress
Start date
Due date
Update note
Reason for change
Read-only fictional demonstration. No change is saved to the database or browser draft storage.
Cancel
Save controlled update
CEO command workflow
Issue a governed task brief
×
Task title
CEO brief
Programme
Portfolio / not yet assigned
Existing project (optional)
New sub-project
Owner email
Manager email (optional at issue)
Overall start date
Overall end date
Delivery location
District
LLG
Cluster
Ward
Complete District, LLG, Cluster and Ward
Add to CEO monitoring after manager approval
The project remains in the delivery register either way; this option requests inclusion in the executive portfolio.
The task will be issued to the owner immediately. It will not enter the CEO’s registered portfolio Gantt until the owner submits a dated plan and the nominated manager approves it.
Cancel
Issue task and brief
Owner planning workspace
Build the sub-project plan
×
Approving manager email
+ Add segment
0 / 20 segments
#
Segment & deliverable
Start
End
Depends on
Status / progress
Every segment requires a start date, end date and deliverable. Segment dates must fit within the CEO-issued task window. A maximum of 20 segments is enforced.
Close
Save draft plan
Submit to manager
Manager assurance gate
Review submitted plan
×
Manager comments
Close
Request changes
Approve and register
Team follow-up
Queue a project reminder
×
Task
Recipient email
Reminder date
Priority
Normal
High
Critical
Message
Email reminders are disabled in this example preview. No recipient is queued and no message is sent.
Cancel
Queue reminder