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Open: Reporting → Accountability Report, with an authorised role. Ownership determines accountability. Tagging a person does not transfer it. Waiting tasks remain visible because they still need follow-up.

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Run a team review

Start with overdue and three-day items. Open the actual task, confirm its owner and blocker, then agree a next action and realistic due date. Review waiting work rather than treating it as complete. The displayed reminder flow is inbox when due, email after 24 hours, daily reminders and Operations escalation after three days for rep tasks. Check the applicable settings and delivery status if someone reports missing reminders.

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ArgonixIntelligence in this workflow

The accountability brief summarises task counts and escalation. Use it to find work to review, then discuss the specific blocker with the owner.

Related topics

Create and complete tasksUnderstand the dashboardsUse Rep OverviewUse the Sales dashboardWelcome to ArcSolar