Use case
Running recurring client obligations
Monthly and annual obligations sit on a diary so deadlines stay visible.
Work that repeats on a calendar is scheduled once and then appears when it is due, for every client it applies to.
How it runs
- Step 1Set the obligation and how often it recurs.
- Step 2The diary raises it against the right client at the right time.
- Step 3Owners are notified and progress is tracked to completion.
Client outcome
We publish outcomes only once the client has approved the wording, and nothing has been signed off for this use case yet.
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